Our Quarterly Commentary archive provides a good reference for additional research on many financial topics. Click on the Quarter you wish to view.
2020 Commentaries:
- Second Quarter – The Story of Mark Zuckerberg and Facebook
- First Quarter – The COVID-19 Pandemic: A Classic Example of a Black Swan
2019 Commentaries:
- Fourth Quarter – Elizabeth Holmes and the Theranos Hoax:
A 21st Century Ponzi Scheme - Third Quarter – Negative Yields on Sovereign Debt:
What is the World Coming To? - Second Quarter – Caution About the Information Technology Sector
of the U.S. Stock Market - First Quarter – Is Now the Right Time to Buy International Equities?
2018 Commentaries:
- Fourth Quarter – Understanding Investor Psychology: A Vital Component to Successful Investing
- Third Quarter – Time in the Market – Not Timing the Market Redux
- Second Quarter – Donald Trump: The Art of the Deal
2017 Commentaries:
2016 Commentaries:
- Fourth Quarter – President Trump and Trade: A Return to Protectionism
- Third Quarter – Is the Stock Market Currently a “Bubble”?
- Second Quarter – Brexit: Uncharted Territory
- First Quarter – Stay the Course
2015 Commentaries:
- Fourth Quarter – A Report Card on the Federal Reserve Bank: The Panic of 2008 through 2015
- Third Quarter – The Saga of the Legendary Trader, Jesse Livermore: A Cautionary Tale
- Second Quarter – Is the Rally in Biotech Stocks Over?
- First Quarter – The NASDAQ Composite Crosses 5,000 Again: What a Difference 15 Years Makes