Two weeks ago, I said that one of my favorite stocks right now is Pfizer (PFE). The pharmaceutical giant is in the middle of ...

Two weeks after SIC ended, I am still assimilating everything. Different pieces are connecting in my head. I would like to tell you I have a clear vision of where we are headed. Sadly, that is not ...

Earlier this month, I headed from Virginia to Florida on the Amtrak auto train. I highly recommend this option instead of ...

One of the things I’ve learned after more than two decades of SIC is that the conference doesn’t really end when the final ...

This is the Strategic Investment Conference week, and I and our attendees are drinking through a fire hose. There have been some surprises that we will go into as I start reviewing the SIC next week, ...

As noted a few weeks ago, we get conflicting data that must not be extrapolated. The motto of the US Marines is a good one for all of us for the coming years: improvise, adapt and overcome. I would ...

The old cliché: do you see the glass as half-full or half-empty? Depending on what you’re asking about, this can be a highly personal question. One person’s half-empty is another person’s half-full.

There has been so much data released in the past week it’s hard to know where to begin. And that is all compounded by the fog of confusion/war surrounding the “Iran conflict.” Rather than focus on a ...

If you’re tuning in to see what I think of the latest Iran fireworks, you may be disappointed. My opinion is as accurate as market reactions have been. Which, given wild swings both ways, suggests no ...