There might always be a gap between the performance available and the performance an individual receives

Crazy schedule today – taking my kid to a doctor and then back to back to back calls. But I wanted to call your attention to a few things that are not to be missed… First, Ben Carlson, my firm’s director of institutional asset management, interviewed the founder of one of the non-profits we invest for. It’s…

To characterize the current period as being “an economic malaise” or “a total disaster” is in direct contradiction of the actual facts.

Chart

Only took 65 days or so since the election for some doubt to creep in. This is quite a black candle for the Dow Jones Industrial Average… The Street detests uncertainty, especially when hopes have been high that with a friendly congress Trump’s stuff was going to breeze right through. Yesterday’s hearings about the possibility…

Event!

To me, this sort of data is more interesting than survey data