Wrapping up 2019, a great year for the stock market, we explore stock valuation and risk factors. We delve into $0 commissions and find out there is no such ...

Strange things are brewing in the investment markets. This month we talk about the case for negative interest rates and why they might not be so fanciful a n...

It’s been a great year for the markets so far and an excellent quarter for our portfolios as well. We never take our eyes off the risk factors, though. In th...

What a difference a quarter can make! We examine volatility and acknowledge it as part of life for an investor. We look at a study that crafted the "Perfect ...

After a stock market rout during the last few months of 2018, we gaze into our crystal ball to find out what is in store for 2019 and beyond. Read 4Q Letter...

Economic uncertainty is the theme of this quarter's letter. We talk about how the trade was is impacting everyday life now that tariffs are starting to bite w...

US Tariffs are beginning to bite and we worry that these unwise trade barriers could cause a sell-off in the stock market, as well a serious reduction in eco...

Has the US forgotten the lessons from Smoot-Hawley? As we threaten tariffs against our trading partners, Midway Capital responds with a trade war FAQ. Then w...

We discuss the merits of various tax reform proposals in light of the new tax legislation coming from Washington, and we offer tips on when to hold and when ...

We take a look at the valuation of bonds vs. stocks and ask what we can learn from the Equifax debacle. This leads to a discussion of how companies can be mo...