March 25, 2022

The Big Picture:  at 2 in the morning and high noon.

Freeport:  thinking pays off; gathering impressions does not.

March 24, 2022

Strength on Main Street, today.  Weakness in Moscow, eventually.

March 18, 2022

Micron:  betting types . . . and investing types.

March 16, 2022

Oil:  “The world’s turned upside down,” say the speculators.  “Probably not,” says Main Street.

March 11, 2022

Main Street’s Miracles Never Quit

March 8, 2022

Oil’s roller coaster points up.

March 2, 2022

February 24, 2022

“The facts are never as good or bad as they first appear.”

From the war:  impressions.  From inflation and interest rates:  certainties.

February 23, 2022

Mr. Putin:  out on a limb.  The market: not really.

February 18, 2022

Main Street Booms!  War Looms?

February 16, 2022

Watching Golden Rules Pay Off.

February 9, 2022

On Main Street, “people behave sensibly . . . eventually.”

February 4, 2022

Earnings Season:  cold facts, cold cash . . . as always.

February 3, 2022

Buying, at cliff-bottom at Acapulco.

January 28, 2022

Panic and financial strength:  the disease and the vaccine.

January 24, 2022

“Buy when there’s blood in the street” . . . as always.

January 21, 2022

General Slim’s Golden Rule . . . and Fastenal.

January 19, 2022

Startling events . . . but cheerful, by and large.

January 14, 2022

“Copper Boom Could Last Decades!”

January 12, 2022

Impressions are no match for Main Street, as always.

January 7, 2022

The oil market:  when ability counts for more than dedication and will. 

January 4, 2022