Category: Blog
Stock Review: Booking Holdings
Stock Review: Booking Holdings Broad stock market indices have been under pressure through the first half of 2022. As the indices slide (see the chart...
Read More
The Macro Mood
The Macro Mood Even before Russia invaded Ukraine, inflation (as measured by the Consumer Price Index) was touching levels not seen in the U.S. since...
Read More
Homeowners Insurance Update
Homeowners Insurance In seeing firsthand the recent Marshall fire that completely destroyed over 1000 homes in Boulder County and left smoke and wind damage for...
Read More
Stocks Don’t Always Go Up
On December 27, 1999, Microsoft closed the day at $59.56 per share (split-adjusted). When the dot-com bubble burst in the ensuing months, it ultimately took...
Read More
Where Does the Market Go From Here?
Where Does the Market Go From Here? Wall Street strategists, economists, and market gurus are in the process of sharpening their pencils and publishing market...
Read More
The Price Is Never Right
“We must look at the price system as such a mechanism for communicating information if we want to understand its real function…” F.A. Hayek, The...
Read More
Money, Credit & Crypto
Money, Credit & Crypto Money has taken on innumerable forms throughout history. Whether it’s been salt, tea, spices, rice, potatoes, bullion, bank notes, or even...
Read More
A Window into the Economic Recovery
A Window into the Economic Recovery It can be instructive to zoom in on a business and use “micro” economic data to take a pulse...
Read More
Stock Review: VMware
“There is no doubt that the cloud is one of the most significant platform shifts in the history of computing… However, as industry experience with...
Read More
ESG Investing: The Peak Perspective
ESG Investing: The Peak Perspective We believe the rising popularity of ESG (Environment, Social, Governance) investing strategies creates additional opportunities to have honest conversations with...
Read More
