Three months ago, we made a big pivot from focusing on pure trading opportunities to a more balanced total return strategy. The decision was part

Summer is over, the kids are back in school and most of our companies have now paid their quarterly distribution. Once ICMB and KMT write

It’s been a little while since I delivered an update on our portfolio and our posture within the overall market. This is a big one

Earnings season is upon us, with several financial companies kicking off the season late last week. While the early results have been mixed so far,

Value stocks have had a good start to the year, albeit not as hot as technology’s start. The Russell 3000 Value Index is up a

The market is having a bit of a setback today, with the S&P 500 opening 1.4% lower. The primary culprit for this morning’s setback is

A lot has happened in the first two weeks of the New Year, and that has put stocks in a more defensive mode. First, we

The New Year is only three weeks away—can you believe it? With the holiday season upon us and 2024 around the corner, I thought it

This month is all about change. (Cue the David Bowie “ch-ch-ch-ch-changes.”) We’ve made some adjustments to our Value Authority strategy recently to account for the

The first eight months of the year were not kind to value stocks. The Russell 3000 Value Index has only returned 5.04% year-to-date, and that

As we’ve entered the final month of summer and delved deeper into the second half of the year, the strong rally we have seen since

We’ve officially passed the halfway mark of the year—and the market now faces a critical juncture. How stocks and bonds react to economic data, rising