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Commentaries
Gamestop and Short Selling Interim Commentary
Third Quarter 2020: Commentary
An Out-Of-Body Experience
Five Things To Know, Dropping Rates & Injecting Capital, Interim Commentary, 6pm Sunday March 15, 2020
Interim Commentary: February 27th Ten Things To Consider Six Days Later
Third Quarter 2019: Commentary
End of Year 2018: Commentary
First Quarter 2018: Commentary
End of Year 2017: Commentary
Second Quarter 2017: Commentary
End of Year 2016: Commentary
Second Quarter 2016: Commentary
End of Year 2015 Commentary: Running Hard To Stay In Place
Second Quarter 2015: Commentary
End of Year 2014 Tax Planning Issues
Second Quarter 2014: Commentary
End of Year 2013 Tax, Retirement & Estate Planning Overview & Strategies
End of 2013 Estate Planning Review & Checklist
2013 May Commentary An Uneven Recovery
Spring 2013: Tax, Retirement & Estate Planning Overview & Strategies
End of 2012 Beginning 2013 Retirement Planning Strategies
Second Quarter 2012: Commentary
End of Year 2011: Commentary
Third Quarter 2011: Commentary
Second Quarter 2011: Commentary
August 2011: Commentary
End of Year 2010: Commentary
July, 2010:Commentary
May 21, 2010 Market Commentary: The Death of the Euro & You
End of Year 2009: Commentary
Second Quarter 2009: Commentary
April 30th 2009:RMD's & Beneficiary Designations
End of Year 2008 Commentary Congratulations, You Survived?
November 21st 2008: What is Investing?
October 11th 2008: Don't Follow The Lemmings
3rd Qtr 3008: Throw Out The Bums!
July 2008: Value or Emotion
May 31st 2008: Berkshire Hathaway Annual Meeting Pt II
1st Qtr 2008: Recessions, Bear Markets & the Dividend Solution
January 2008: Interim Comments
3rd Qtr 2007: A Tale of Four Charts
July 2007: Market Volatility
1st Qtr 2007: The Mortgage Market Bubble Bursts
3rd Qtr 2006
1st Qtr 2006: The Blue Chips Have Life After All
3rd Qtr 2005
1st Qtr 2005: Commentary & Insurance Review
3rd Qtr 2004: Four Hurricanes & $50 Oil Are Not Our Biggest Problems
May 14, 2004: What’s Not To Like?
4th Qtr 2003: Time Heals Many Wounds
2nd Qtr 2003
1st Qtr 2003: Freedom Is Not Free
3rd Qtr 2002: Hurricane Isidore May Have Left Us, But The Storm On Wall Street Remains
2nd Qtr 2002: Patience
1st Qtr 2002: The Recovery We Are Seeking Is On Its Way
4th Qtr 2001: Interim: Keeping Things In Perspective
3rd Qtr 2001 Interim: Small Steady Light At The End Of The Tunnel
2nd Qtr 2001: Things May Be Improving, But We’re Not Out Of The Woods Yet
1st Qtr 2001 Interim: Stock Market Investing
3rd Qtr 2000: Judgement Day
1st Qtr 2000: New Economy vs Old Economy
3rd Qtr 1999: Difficult
2nd Qtr 1999: Rising Interest Rates?
1st Qtr 1999: New Records
2021 Hurricane, Flood, & Emergency Preparedness
Retirement Planning Commentary Jan 2021
Interim Commentary: Gridlock in Washington
Second Quarter 2020: Commentary
First Quarter 2020: Commentary
Russians, Saudis & The Price Of Oil March 9, 2020 Interim Commentary
End of Year 2019: Commentary
Second Quarter 2019: Commentary
Third Quarter 2018: Commentary
Interim Commentary 2018 1st QTR
Third Quarter 2017: Commentary
First Quarter 2017: Commentary
Third Quater 2016: Commentary
First Quarter 2016: Commetary
Third Quater 2015: Commentary
First Quarter 2015: Commentary
Third Quarter 2014: Commentary
First Quarter 2014 Commentary: Investing Purgatory
Third Quarter 2013 Commentary: Slow Growth & Another Government Shutdown
Second Quarter 2013: Commentary
First Quarter 2013: Commentary
4th Quarter 2012: Commentary
Third Quarter 2012: Commentary
First Quarter 2012: Commentary
January 2012: Retirement Planning Questionaire
2011 Year-End Tax Planning Considerations
First Quarter 2011: Commentary
Third Quarter 2010: Commentary
Second Quarter 2010: Commentary
First Quarter 2010: Commentary
Third Quarter 2009: Commentary
First Quarter 2009: Commentary
March 6th 2009: I may be stubborn and I may just be crazy
December 15th 2008: Madoff Ponzi Scheme Costs Investors $50 Billion
November 11th 2008: Post Election Valuations & the Lost Decade
October 10th 2008: Half Priced Hamburgers
September 17th 2008: Financial Hurricane
2nd Qtr 2008: Value & Earnings
May 8th 2008: Berkshire Hathaway Annual Meeting Pt I
February 2008: My Friend The Rancher
End of Year 2007
August 2007
2nd Qtr 2007: Private Equity, Leverage, & Liquidity
4th Qtr 2006: Year In Review
2nd Qtr 2006
End Of Year 2005
2nd Qtr 2005
End Of Year 2004
June 9, 2004: Increase Liquidity
1st Qtr 2004: Politics, Outsourcing & Capitalism
3rd Qtr 2003: The Last Of The Gentleman Bankers
2nd Qtr 2003 Interim: Tax Cut Overview
4th Qtr 2002: A Year of Scoundrels, Scandals, Corruption & The War Against Terror
3rd Qtr 2002 Interim: Financial
2nd Qtr 2002 Interim: Economic Outlook A Market In Need Of Prozac
4th Qtr 2001: The Light At The End Of The Tunnel Continues To Get Brighter
3rd Qtr 2001: Point Of Stability
September 12, 2001: We Are A Very Resourceful And Resilient Nation
1st Qtr 2001: One Year Ago Greed & Irrationality Masked High Risk—Today Despair & Depression Mask Long Term Opportunity
4th Qtr 2000:Old Fashioned Business Funamentals Do Matter
2nd Qtr 2000: First Mover Phenomenon
4th Qtr 1999: "Blue Chips or Poker Chips"
3rd Qtr 1999 Interim: Manic Behavior