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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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3rd Quarter 2019 Letter to Investors
Strange things are brewing in the investment markets. This month we talk about the case for negative interest rates and why they might...
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2nd Quarter 2019 Letter to Investors
It’s been a great year for the markets so far and an excellent quarter for our portfolios as well. We never take our eyes off the risk...
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1Q 2019 Letter to Investors
What a difference a quarter can make! We examine volatility and acknowledge it as part of life for an investor. We look at a study that...
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4Q 2018 Letter to Investors
After a stock market rout during the last few months of 2018, we gaze into our crystal ball to find out what is in store for 2019 and...
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3Q 2018 Letter to Investors
Economic uncertainty is the theme of this quarter's letter. We talk about how the trade was is impacting everyday life now that tariffs...
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2Q 2018 Letter to Investors
US Tariffs are beginning to bite and we worry that these unwise trade barriers could cause a sell-off in the stock market, as well a...
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1Q 2018 Letter to Investors
Has the US forgotten the lessons from Smoot-Hawley? As we threaten tariffs against our trading partners, Midway Capital responds with a...
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4Q 2017 Letter to Investors
We discuss the merits of various tax reform proposals in light of the new tax legislation coming from Washington, and we offer tips on...
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3Q 2017 Letter to Investors
We take a look at the valuation of bonds vs. stocks and ask what we can learn from the Equifax debacle. This leads to a discussion of how...
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