Reading Time: 6 minutes It obvious to most investors with any experience that they can’t justify buying an asset just based on the recent price action alone (technical analysis aside). You don’t buy based on price; you buy based on value. The price action means nothing without context. This point needs to be extended to multiples. When investors reviewCONTINUE READING

Reading Time: 5 minutes The market works in long term cycles even though it seems like changes occur often. There will always be news which drives short term action, but in the long run there are strategies which last for years or even decades. In the past 11 years, growth stocks have outperformed value stocks. It’s easy to ignoreCONTINUE READING

Reading Time: 6 minutes It obvious to most investors with any experience that they can’t justify buying an asset just based on the recent price action alone (technical analysis aside). You don’t buy based on price; you buy based on value. The price action means nothing without context. This point needs to be extended to multiples. When investors reviewCONTINUE READING

Reading Time: 5 minutes The March BLS monthly jobs report was a disappointment in terms of total job creation as only 103,000 were added instead of the 175,000 expected. Furthermore, the report missed the lowest expectation which was for 112,000. It’s important to recognize this is a volatile data point. The February job growth was revised higher from 313,000CONTINUE READING