2nd Quarter 2019 Letter to Investors
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...
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1Q 2019 Letter to Investors
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...
4Q 2018 Letter to Investors
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...
3Q 2018 Letter to Investors
Economic uncertainty is the theme of this quarter's letter. We talk about how the trade was is impacting everyday life now that tariffs...
2Q 2018 Letter to Investors
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...
1Q 2018 Letter to Investors
Has the US forgotten the lessons from Smoot-Hawley? As we threaten tariffs against our trading partners, Midway Capital responds with a...
4Q 2017 Letter to Investors
We discuss the merits of various tax reform proposals in light of the new tax legislation coming from Washington, and we offer tips on...
3Q 2017 Letter to Investors
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...
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