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By The Way – July 2017

New highs!  The S&P 500, Russell 2000, Dow and Dow Transports, (that’s a Dow theory buy signal by the way), have all made new highs, yet almost all the commentary...


Why US Financial Stocks will outperform

The US Financial sector has been at the height of the Trump trade, rising nearly 23%, since the surprising outcome on November 8th, 2016. While the performance of the group...


By The Way – May 2017

Things that make you go “hmmm”.  It is the nature of us all to embrace news and facts that support our own views.  In our case, most specifically, our positive...

Our History

By The Way – April 2017

“Soft data” and “hard data” are the buzzwords which seem to be currently in vogue within the investment community.  Soft data are the survey numbers that attempt to forecast where...


By The Way – March 2017

Finally, Donald Trump looked and acted like a President in his speech to Congress. So much so that people seem prepared to ignore the fact there was very little detail...

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