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Monthly Archives: January 2010

Earnings, Politics and Stock Prices

We are in the thick of earnings season and so far, the reaction of most stock prices has been disappointing relative to the great numbers most companies have been reporting.  This may be another way of saying that a great deal of improvement in the economy was priced in with the gains investors experienced in [...]

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Fourth Quarter Performance Review

Our fourth quarter performance and market commentary is now available.  Please click here for our thoughts on what contributed to this year’s 44% gain for the portfolio, lessons learned from 2009, and what may lie ahead for investors in 2010. Alcoa’s results last night represented the start to fourth quarter earnings reports which should shed some light on [...]

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Winter Poem

I  found this beautiful winter poem and thought it might be a comfort to you.   It was to me and it’s very well written.  I hope that you enjoy it too .                   ‘ WINTER ‘                                      by Abigail Elizabeth McIntyre                                           Shit….It’s Cold                                                               The End 

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