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

The Meaning of 2020.

December 23, 2020

Wall Street’s Cloudy Crystal Ball, and Micron.

December 15, 2020

“Ah, yes.  Postage-stamp business, at Cummins and Micron.”

December 10, 2020

The market wonders whether to be fearful or greedy.  Those in the arena don’t care.

December 8, 2020

Celebrities and Anti-Celebrities . . . and the Nature of the Market.

December 4, 2020

Micron:  a surprise for the speculators . . . but not for the company.

December 1, 2020

Older