It's really hard to predict or time the market. That said, we can do a decent job of describing the environment we find ourselves in today, and that alone can be quite instructive as to what stance we should take in the markets. To describe the current environment, I update my Poor Man's Guide to … Continue reading Poor Man’s Market Assessment – Aug 2018
As another 4th of July is behind us, it's worth a moment of reflection. For all the problems, pain, and political discord on both sides of the table, let’s not forget the amazing thing we have going here. The American experiment, started 242 years ago, unleashed the incredible power of human innovation and perseverance, lured … Continue reading Reflections on the 4th
I thought it worth providing you an update on some new investments I've been considering, along with some perspectives on the current economic environment. If there is a theme, it is that I feel now is a good time for caution. This doesn't mean we should sell, or run for the exits, but that we should maintain discipline … Continue reading Mobile Homes & Market Commentary
