20190528_154255

Commentaries

2025 New Year Economic Commentary

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