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Weekly Update for the week ending May 17, 2024

With inflation stubbornly high, hopes for lower borrowing costs are fading. After three consecutive months of higher-than-expected inflation, you might be wondering: when will interest rates drop? Despite many anticipating a quicker resolution, the Federal Reserve (Fed) has opted to maintain a steady interest rate of 5.5%, waiting for clear signs that inflation is indeed […]

The week ending July 29, 2022

Loose change…. A busy week of earnings for the three Portfolios with 17 companies across the Portfolios announcing their respective quarterly results. I was not sure if the light at the end of the tunnel was going to be the end of the tunnel or an approaching train. It turns out it was light at […]

The week ending June 3, 2022

Last week, I started discussing my process for identifying companies I would like to own, albeit a very, very, small piece of the company. I created a 4-stage process to eliminate companies from consideration relatively quickly while going through the process. These stages of the process are: Stage 1 – Radar Check Stage 2 – […]