Strategy Allocations for December 2022
Thanksgiving behind us, Christmas and the New Year ahead. What is going to happen in between now and the end of the month? Nobody knows. Even our regime indicators are mathematically shrugging their shoulders [...]
Strategy Allocations for July 2021
-- BRISKET UPDATE -- We were surprised at the number of folks who wanted to know how we prepare and cook our brisket and others who simply asked if it was as good as [...]
Strategy Allocations for June 2021
Summer is almost here. We wait with some anticipation to reap the literal fruits of our gardening labors in several weeks. The same can be said for our portfolios. We wait patiently for the [...]
Strategy Allocations for May 2021
We get calls. We get emails. We get texts. We get questions. Recently, many of these inquiries have centered around observations, that the stocks we select for our portfolios seem to be laggards rather [...]
Strategy Allocations for December 2021
Buck update: The Old Guy in the south got his wish when the trophy buck he has pursued for years finally made a fatal mistake and walked in front the Old Guy's hide. Congrats [...]
Strategy Allocations for November 2021
Folks living in the northern regions of the US will recognize the saying "The frost is on the pumpkin." For every northerner, the first frost is a strong demarcation between the warm days of [...]