Is cryptocurrency an investment or a speculation? This month we take on crypto and detail the reasons for why we don't currently...

Is inflation on the horizon? This is the hottest topic being debated among economists right now. We offer evidence that inflationary...

Value investing has been out of favor for many years but 2020 was the year where we saw the growth-value divide widen most substantially....

As this very unusual year progresses, things have become even more interesting and perplexing. The Fed has poured money into the economy,...

Why is the stock market going up when the economy is clearly in recession? We answer this question and explain why Wall Street seems to...

Corona virus hit with a bang and the stock market reacted. We talk about how we're investing in this situation. Then we take on the...

Wrapping up 2019, a great year for the stock market, we explore stock valuation and risk factors. We delve into $0 commissions and find...

Strange things are brewing in the investment markets. This month we talk about the case for negative interest rates and why they might...

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...

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...

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...

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

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...

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

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

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...