Investment Strategy

After nearly 48 years in this business, we have seen a number of cycles and developed a long-term perspective. We have often spoken about the difference between a “secular bull market” and what many consider to be a bull market because it is up 20%+. The reciprocal is that a 20%+ decline represents a bear […]

We’re an all time high, We’ll change all that’s gone before. Doing so much more than falling in love. On an all time high, We’ll take on the world and wait. So hold on tight, let the flight begin. . . . Rita Coolidge, the movie “All Time High,” James Bond (All Time High) So, […]

We have used this story before, but we like it . . . Around the turn of the century a bandit rode in from Mexico, robbed a small Texas bank and fled back across the border. A Texas Ranger picked up his trail and nabbed him in a Mexican village. The bandit spoke no English […]

“Thanks I needed that,” (as Bluto guzzles a fifth of whisky and smashes the bottle into a car). “Christ,” says Donald (aka Peter Riegert), “this is ridiculous.” “What are we going to do?” asks Pinto. “ROAD TRIP,” says Otter! (Road Trip) . . . Animal House (1978) So, as most of you know we were […]