“We changed our minds.”  Low prices cure low prices . . . again.

March 31, 2021

The Big Picture . . . beyond the horizon, a bit.

March 26, 2021

Freeport and what’s “in the market’s mind.”

March 22, 2021

Staying worried . . . and staying invested.

March 17, 2021

Micron.  “When that man showed up, everything started moving!”

March 12, 2021

Lockheed:  Delivering on a “Tall Order.”

March 10, 2021

Exxon teaches us a lesson about “ridiculous beliefs.”

March 5, 2021

Freeport’s Mr. Adkerson on the greener grass over there.

March 3, 2021

Understanding the market:  John Deere . . . and Tesla.

February 25, 2021

“This feels like a bubble!  Why aren’t we selling?”

February 22, 2021

The Big Picture is Main Street’s Miracle . . . Still in the Early Innings.

February 18, 2021

Impressions Are Deadly.

February 13, 2021

When we can actually watch “low prices curing low prices.”

February 10, 2021

Gold Facts Float By.

February 6, 2021

The Golden Rule of Fear.

February 2, 2021

“Worst Day Since October!”  Some Nightmares Fade Fast.

January 28, 2021

The Big Picture, Unchanged.  (Thank Goodness.)

January 22, 2021

Microsoft:  elephants can dance . . . with partners, sometimes.

January 20, 2021

“Near-certainties” worth betting on.

January 16, 2021

No excuses at Intel . . . or anywhere else.

January 13, 2021

“Eventually” finally arrives; when Main Street facts matter more than media headlines.

January 8, 2021

Understanding the nature of the market, as always.

January 6, 2021

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