Jim Cramer often says, “own it, don’t trade it” for stocks that he deems core holdings and should be held for years. We employ a…

In Part I of this series that I kicked off last week, I wrote about how I share the views of Ed Yardeni, a well-known…

Clients know that I have been quite bullish since late 2022 but I’m also incredibly optimistic about the economic potential of the coming years. Ed…

Before the positive PPI and CPI numbers this week, the market had a rough start to the year, with rising rates and declining participation. As…

Investors are impressed with yesterday’s earnings releases and look forward to greater flexibility for this sector, particularly for M & A, thanks to a benign…

The Santa Claus rally we typically can rely on? It didn’t show up this year, largely due to rebalancing plus 10-year yields that challenged last…

With the holidays upon us, we’re glad to have the kitchen at our primary home in Hingham back in working order. It was out of…

For several years now, I’ve been one of the ~50 global portfolio managers that Reuters calls for its semi-annual market forecast. The reporters there take…

Part I of this series took a focused look at Amazon (AMZN). Part II was a quick rundown of five of the Mag 7 stocks…

In the first part of our series on the Magnificent 7 stocks following their earnings reports, we wrote a longer-form, focused take on Amazon (AMZN)…