Every now and then, the market hands you a gut check. A pullback, a stretch of bad headlines, a little macro turbulence, and suddenly people start wondering whether the trade they believed in three months ago still makes sense.
Stock valuation is a skill every successful investor must master. It involves calculating a stock’s intrinsic value, which is believed to be different from the… Read More »
Today, I wanted to take a minute to remind ourselves of the major disconnect between the equity and bond market. We saw some hot job… Read More »
Today, we’re continuing to monitor the current situation in the energy sector. We believe there’s an increasingly better chance that we’ll see this energy sector…