Quarterly Report 2023 Q3 - Navigating Crosscurrents
Following a dismal 2022
Over the long term
Does Price/Earnings Multiple Expansion Predict Earnings Growth?
Returns are Highly Concentrated
Chasing Tech Bubbles is Dangerous
Let’s look at the 10 best performing stocks
One ameliorating factor for today’s tech favorites
Economic uncertainty continues to be sky high
Labor market statistics remain almost uniformly good
There are those who argue the case
Dose Makes the Poison
Monetary policy
Unusual Trends in Aggregate Personal Savings
Money Supply Shrinking for the First Time
Warning Signals
Contraction Seen Since Late 2022
US Banks Are Tightening Lending Standards
Loan Delinquency Rates Remain Low
Investing without Hubris
High-Yield Dividend Stocks and Low-Volatility
High-Yield Dividend Stocks and Low-Volatility
Investing in high-dividend-yield stocks
DISCLOSURE
DEFINITIONS