Recent Posts by John Goltermann

Value Stocks Significantly Outperform

The 1st quarter of 2021 saw a continuation of the stock price gains that have been the general trend for the last 12 years. Fed largesse, in the form of emergency measures, direct lending and balance sheet expansion, as well Congressional stimulus in the form of direct payments to qualifying individuals, continued unabated. The stock…
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Cycles

As far as financial assets are concerned, 2020 was a banner year. Not so much for everything else. There is no need to rehash the challenges that we all faced last year – it is onward and upward from here! The S&P 500, which is an index of 500 stocks weighted/ranked by the size of…
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A Divergence in Stock Prices – Will It Last?

The 3rd quarter of 2020 saw a continuation of the rebound in stock prices as the US economy began to recover from its COVID-related lockdowns and restrictions. Much of the stock rally came in August, which saw leveraged buying by retail investors (individuals) of the usual mega-cap tech stocks and in speculative positions such as…
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Mega-Cap Tech Stocks to the Rescue

This post is sent with the sincere hope that you and your family are healthy and safe, and that life is returning to somewhat normal as we all enjoy the summer with our loved ones. We have been back in the office since the middle of May and are available to you for anything you…
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