Happy August! I hope all is well with you. Current Market Conditions Not much has changed from my vantage point over the past month. The Covid-related closures and tentative re-openings continue, while US citizens are left wondering what the next several months will bring. Several stock market sectors had another solid month–boosted by Federal Reserve-induced low short-term interest rates, copious …

Dear client or friend of Vailshire Partners LP, Greetings from Colorado Springs! Much has happened in the world since my last quarterly memo, so I’ll just dig right into it. The State of the Economy Unemployment numbers in the United States are still at near-record high levels, but continue to decline at a steady rate, which is encouraging. Manufacturing numbers …

Dear client or friend of Vailshire Capital Management, Happy Independence Day Eve! I hope your weekend is filled with camaraderie, fun, relaxation, and thankfulness for the many freedoms we still enjoy in this great country. Current Market Conditions The previously described Covid-related, high-speed economic depression has been met with an equally(?) powerful and rapid response by the US government and …

Dear client or friend of Vailshire Capital Management, I hope that you survived an eventful month of May, and that June will be less tumultuous for you and for our country! Let’s get right to the monthly update. Current Market Conditions Despite the massive (Depression-esque) levels of unemployment and deep recessionary drops in the manufacturing and service sectors, the stock …

I hope this month’s update finds you well. Other than piles upon piles of shockingly bad economic news, not much has changed in my outlook since I last wrote to you… so I will try to keep this monthly update brief. Current Market Conditions The market rallied throughout the month of April, which has led many investors to the optimistic …

Dear client or friend of Vailshire Partners LP, Greetings from Colorado Springs! It is not an exaggeration to say that the world and the economy have changed dramatically since my last quarterly memo. The State of the Economy The coronavirus and the disease it causes, COVID-19, needs no introduction. The world’s economy was previously dancing on the precipice of a …

We are certainly living in interesting times. I genuinely hope all is well with you and your loved ones. Last month’s investment update was longer than normal, but hopefully you found it to be informative and helpful. If you didn’t get the chance to read it, I would recommend going back to it for reference… as many of the concerns …

This monthly update is much longer than normal, but I urge you to read through it, given the current state of the world and economy. Both the coronavirus (COVID-19) and recent stock market plunge are on most people’s minds these days. I know this because everyone from my Uber drivers to college professors to fellow physicians are telling me about …

I hope all is well with you. We are having a warm and windy weekend here in Colorado…. It’s hard to believe that we’ll be covered in snow, with temps dropping below zero, in the next 3-4 days! Similar to 4Q in 2019, the GDP in the United States continues to decelerate while inflation tepidly accelerates. Not helping matters is …

Greetings from Colorado Springs! I hope you and your loved ones enjoyed celebrating the holidays and New Year recently. Our family enjoyed a quiet Christmas together at home before venturing to Minnesota for a quick visit with our family and friends. The State of the Economy At the start of a new decade, the US economy remains in a period …