Category Archives: Main Page

Starting points matter most of all

Posted on February 3, 2025 by Danielle Park

How long the Trump bump will continue in stock prices is everyone’s guess. Still, great expectations increase room for disappointment, and nothing matters more to long-term investment returns than the level of fundamental valuation at the starting point. Donald Trump … Continue reading →

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Hunt: Global capacity under-utilization leading unemployment higher

Posted on January 31, 2025 by Danielle Park

Hoisington Management’s Fourth Quarter 2024 Review and Outlook is now available at this link. Always worth a mull. Here’s the main takeaway: “…fundamental determinants of inflation indicate the prospects for slower price increases are even more significant than in any … Continue reading →

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Invest and protect in volatile times

Posted on January 29, 2025 by Danielle Park

Live fireside chat with Danielle and Jay Martin. Here is a direct video link.

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