2Q26 Client Update
After our terrific year last year, I was hoping for more of the same in 2026. And while we got off to a good start in 1Q26, we didn’t make much progress in 2Q26. That’s because the market is increasingly…
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Why Software Is The Play For Value Investors; 3 Stocks and 1 ETF To Buy and Hold
If you’re a value investor, you need to take a hard look at software stocks. While I am not an expert on AI or software, the valuations have become so cheap that the risk-reward equation is now strongly in favor…
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Mr. Market Is Having A Moment: Some Stocks Are Absurdly Expensive While Others Are Absurdly Cheap
Mr. Market is having a moment. He is in love with certain stocks and has bid them up to absurd valuations. On the other hand, he has come to the conclusion that software stocks are doomed by AI and thrown…
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PG Earnings And The Inevitable Regime Change
Wednesday morning, storied consumer goods company Procter & Gamble (PG) reported 4Q21 earnings. PG is a $400 billion behemoth and you likely use many of its products everyday like Crest toothpaste, Charmin toilet paper, Tide laundry detergent and Head and…
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QQQ < $380, NASDAQ Closes At 3-Month Low
On Thursday, the bears got to the generals, breaking many of them down below key support levels. The QQQ closed below the crucial $380 for the first time since late October 2021. Microsoft (MSFT) – the 2nd largest stock in…
