A wise man proportions his belief to the evidence. – David Hume While China’s Evergrande debacle may have spoiled the market’s months-long winning streak (as of the date of writing this note), we have much to be optimistic about going into year-end. Strength begets strength, and there is still lots
Who looks outside, dreams; who looks inside, awakes. – Carl Jung I’m happy to report that August saw another round of positive returns for each model portfolio, as of the writing of this note. Many of our companies continue to make new all-time highs, supported by strong cashflows, improving earnings,
I am an old man and have known a great many troubles, but most of them never happened. Worrying is like paying a debt you don’t owe. I have spent most of my life worrying about things that have never happened. – Mark Twain I’m happy to report all of
Time and reflection change the sight little by little ‘till we come to understand. – Paul Cezanne I’m happy to report the model portfolios recorded another positive month this June, as of the date of writing this note. Many of our holdings continue to make new all-time highs across the
The two most powerful warriors are patience and time. – Leo Tolstoy I’m happy to report the model portfolios each recorded another positive month this May. A healthy mix of recovering economic growth and newfound optimism continue to lead our stock prices higher. While inflation is starting to crimp consumer
Go confidently in the direction of your dreams! Live the life you’ve imagined. As you simplify your life, the laws of the universe will be simpler. – Henry David Thoreau Markets April was another good month for the portfolio models. Economic growth continues to pick up in North America, prompting
It is on the strength of observation and reflection that one finds a way. So we must dig and delve unceasingly. – Claude Monet Markets I am pleased to report all model portfolios finished higher in March. And after what’s been a raucous year, I am equally pleased to report
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