INVESTMENT STRATEGY NOTES

Stocks We are almost completely out of stocks in almost all accounts right now because the trend in the market is sharply lower and I think it could continue to drop quite a bit. This is just the fourth time in my career of nearly 40 years that I almost completely...

Major Strategy Change

Growth is Accelerating The federal government is attempting to stimulate growth as much as it can by massive spending, pushing debt to a level relative to the size of the economy that surpasses even WWII. I think you know how I feel about that. This is not WWIII, not...

The Non-COVID Blowout Bill

The WSJ main op-ed, one of the best things you can read on a regular basis, called out the House today on how much of the pending $1.9 trillion COVID relief package has nothing to do with COVID. How much? At least $1.1 trillion, maybe as much as $1.5 trillion if you...