
Newsletter
Q1 2026 Newsletter
Is there a Market Signal in this noise? “In the short run, the market is a voting machine, but in the long run, it is

Is there a Market Signal in this noise? “In the short run, the market is a voting machine, but in the long run, it is

Looking past the noise to the strong signal…. Apple reported robust revenue and earnings growth in its third quarter results on July 30th, but the

What got us here may not get us there… “A good hockey player plays where the puck is. A great player plays where the puck

After an amazing track record for its first 50 years in business, can I now say something less than adoring about Berkshire Hathaway? The company
