Market Commentary

Red Ink

March 14, 2019

The Treasury Department reported yesterday that the federal budget deficit increased 77% through the first four months of the new fiscal year (October through January) to [...]

Ok IS Ok!

March 7, 2019

Peering through the trees of short-term noise to better see the forest of long-term economic trends and market conditions is the constant charge of every investor. The [...]

Hopeful Signs

January 24, 2019

For this week’s Market Commentary, I am including the opening excerpt from the 4Q edition of The Farr View. If you would like to read the entire newsletter, please [...]

A Little Perspective

January 9, 2019

The list of investor concerns is growing by the day. Most recently, we learned that Chinese manufacturing activity contracted in December, US manufacturing activity slowed [...]