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Portfolio Update 3/6/21

Portfolio Update

March 6, 2021

Over the last few trading sessions, I advised exiting or reducing four profitable holdings found in “Active” client accounts. These were Equinix (EQIX), American Tower (AMT), Zoetis (ZTS) and Adobe (ADBE). These are companies in relatively unrelated industries,  with attractive fundamentals for […]

By | 2021-03-12T11:22:11-08:00 March 12th, 2021|Financial Commentary - Public|0 Comments

The Economy and the Pandemic

This article confirms what I’m hearing anecdotally – people have been saving money during the Pandemic, with options for spending constrained. Meanwhile, our marvelous and ingenius people have found ways to work around Covid’s face-to-face constrictions and continue working and earning. Result: likely continued low interest rates and likely bull market […]

By | 2020-12-01T12:08:40-08:00 December 1st, 2020|Financial Commentary - Public|0 Comments

Predicting the 2020 Election

The World Will (...) End with the Next Election (NOT) As we approach the November 3 election, I thought it might be useful to submit my thoughts on how different outcomes may affect the financial markets. These are the thoughts of someone with 46 years active involvement in financial markets: Markets have an uncanny way of “knowing” what the outcome will be, but this election is scrambled eggs so it’s hard to believe markets know what is coming. Let’s consider some possibilities:

By | 2020-10-15T13:57:18-07:00 October 15th, 2020|Financial Commentary - Public|0 Comments