Leadership Continues to Narrow
In our May 9th Market Commentary, we wrote that through strong appreciation this year, the five largest companies in the Nasdaq 100 Index had grown to comprise well over 40% [...]
markets
Top Ten for 2017
Farr, Miller & Washington is a “buy-to-hold” investment manager, which means we make each investment with the intent to hold the position for a period of 3-5 [...]
M&A as a Source for Growth
When one company announces its intent to acquire another, it is fairly common to see the acquirer’s stock price fall on the news. This is generally true whether the [...]
Video Market Commentary: July 13, 2016
On Wednesday, July 13, 2016, Michael sat down to give a different message: stocks are overvalued. He first begins with a quick number recap, covering the markets, the [...]
The Fed’s Paralysis Will Cost Us Dearly
Last week I received a call from Adam Shell at USA Today. Adam was working on a story about the Brexit referendum. His thesis was that this week’s vote could not have [...]
Does Brexit = Crisis?
Global markets have suddenly become volatile again as recent polling data in the UK suggest that Britons may elect to leave the European Union in a June 23 referendum. The [...]
Market Worries
In our May 11 Market Commentary, we wrote about how the most successful investors are able to drown out all the noise and focus on their long-term goals. We said that some [...]
