Third Quarter 2024 Letter to Investors
Judging by the stock market, you’d never know that we were in the middle of a devastating hurricane season, several destructive global...
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Second Quarter 2024 Letter to Investors
Hamburger prices doubling? Grocery bills eating up all your income? Consumers are tired of higher prices and are apt to believe all sorts...
First Quarter 2024 Letter to Investors
Welcome to the roaring twenties. Stocks are up, the economy is humming, inflation is down, and consumers are celebrating like it’s 1920....
Fourth Quarter 2023 Letter to Investors
Will AI make you rich or take your job or both? Will adoption be quick or slow? How transformative will it be? We delve into the hottest...
Third Quarter 2023 Letter to Investors
We look at the major drivers of the investing markets through the lens of car manufacturers. They are facing inflation and headwinds from...
Second Quarter 2023 Letter to Investors
As technology stocks continue to soar, we look at investment that haven't had the limelight recently. We talk about tariffs hurting...
First Quarter 2023 Letter to Investors
The recent events in the banking industry are already being called a “Global Banking Crisis.” We’ve received a number of questions about...
Fourth Quarter 2022 Letter to Investors
For most investors, 2022 was a year they would like to forget. Stocks were down. Growth stocks were way down. Bonds had their worst year...
Third Quarter 2022 Letter to Investors
What a difference nine months can make. At the beginning of this year we expressed caution about the surfeit of optimism among investors;...
Second Quarter 2022 Letter to Investors
This past quarter we entered a bear market, and we may be headed for a recession. That’s never good news for investors but these events...
First Quarter 2022 Letter to Investors
It’s difficult to be excited about investing during a quarter when both stocks and bonds are trending down while inflation is ratcheting...
Fourth Quarter 2021 Letter to Investors
What's ahead for 2022? The Midway Capital team takes out our crystal balls, tarot cards and our issue of the Old Farmer's Almanac for a...
Third Quarter 2021 Letter to Investors
The market returns this quarter might not set your heart afire, but that is no indication that we’ve had a boring three months in the...
Second Quarter 2021 Letter to Investors
Is cryptocurrency an investment or a speculation? This month we take on crypto and detail the reasons for why we don't currently...
First Quarter 2021 Letter to Investors
Is inflation on the horizon? This is the hottest topic being debated among economists right now. We offer evidence that inflationary...
Fourth Quarter 2020 Letter to Investors
Value investing has been out of favor for many years but 2020 was the year where we saw the growth-value divide widen most substantially....
Third Quarter 2020 Letter to Investors
As this very unusual year progresses, things have become even more interesting and perplexing. The Fed has poured money into the economy,...
Second Quarter 2020 Letter to Investors
Why is the stock market going up when the economy is clearly in recession? We answer this question and explain why Wall Street seems to...
First Quarter 2020 Letter to Investors
Corona virus hit with a bang and the stock market reacted. We talk about how we're investing in this situation. Then we take on the...
Fourth Quarter 2019 Letter to Investors
Wrapping up 2019, a great year for the stock market, we explore stock valuation and risk factors. We delve into $0 commissions and find...
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