Last week I started the Musings with some quotes from some famous investment managers. The key takeaway from all of them was essentially, "stock prices reflect the feelings of the market at the current time not the underlying value of a company." Long-term, the true value always shakes out, but
We're in the homestretch of 2021 where many people are making their plans for the new year. This is also the time of year where there are dozens of lists, articles, tv segments, videos, and social media posts with an opinion of what the year ahead will look like. 2022
We spent the weekend in Virginia Beach at the season ending soccer tournament for our 15 year old twins. Having managed investments for 25+ years I've seen the ebbs and flows of interest in investing markets. I realize anecdotal stories cannot be relied on for any sort of market timing
As we enter the final month of 2020 many investors will be making plans for 2021. I could write several thousand words listing all the things we should be considering. Instead, I thought we'd use my favorite tool – a 2-column list to look at the current market environment.
Throughout the last 37 weeks I've been providing musings each Monday summarizing what I'm seeing in the investment world. Some of them have been quite long and wide-ranging, others have been fairly brief. This week, there is A LOT of news we could talk about, but I kind of wonder