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May 25, 2020 February 28, 2020

Some Relief To Punctuate A Gloomy Week

Despite a few bright spots, we're going into the end of Wall Street's worst week since 2008. You read that right, but it's worth putting that "shocking" number in a larger context.   First, it has been a week of almost uninterrupted negativity. Our recommendations and...
February 26, 2020

Square And Other Pockets Of Resilience Emerge

The week of contagion anxiety continues as we see more worldwide coronavirus patients and corporate profit warnings. Today looks like another rollercoaster a-brewing . . . but the ongoing earnings season is helping investors identify relative strong spots.   We'll...
February 17, 2020