Investment Commentary

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The Road Traveled and Perhaps The Road To Come…

Corporate sales were up, better than expected by Wall Street.  Earnings rose, again better than forecasted.  Cash flow exceeded analysts’ expectations.  Dividends were raised higher than anticipated.  Employment levels remained…

Leaving Europe Behind!

To some extent, the European economy has been left in the dust over the last 15 years, as both China, until the pandemic, and the US have forged ahead, in…

Mainstreaming of Alternative Assets

“Alternatives are all the rage,” said Barron’s Magazine in the Up and Down Wall Street column on October 14th. It has also been “heard on Wall Street” that all the…
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