Insights

End of November Market Update. The top story in November was the surge in both gold and silver. Gold is up 60.3% year-to-date and 9% so far this quarter, while silver’s gains are 94.6% and 22%.

End of October Market Update ·        This was a huge month for biotechnology.  Biotech is a very long duration asset (many companies are far from their first profits), so they benefit greatly from lower interest rates.   ·        This was also a very good month for solar/clean energy.  Strangely, this industry tends to move counter-intuitively (meaning not at all like political control would make you think).   ·        October was also a huge month for semi-conductors, as de

Here’s a look at trends in October: High quality companies performed much better than lower quality companies. Why? Lower qualities...

Here’s a look at trends in September: Quality, large cap companies performed better than market as a whole, and dramatically better than...

Here's what worked and what didn't in August: Quality, large cap companies did not perform better than market as a whole. Why? Growth is...

Just a note on what worked and what didn’t in July, because August looks like more of the same. Quality, large cap companies performed...