DIS and DAT Our periodic communication that reminds you to ask, “Should I react to those headlines?” April 2023 Confused and Scared? “Anyone who isn’t confused really doesn’t understand the situation.” Edward E Murrow Recent bank failures inevitably bring back memories of the great financial crisis around 2008. Now, as then, such failures are only one of a multitude of tumultuous historical events. A former United States President faces criminal charges amidst his ongoing political...

DIS and DAT Our periodic communication that reminds you to ask, “Should I react to those headlines?” December 2022 The Mississippi River is running dry. “The preacher man says it’s the end of time And the Mississippi River, she’s a goin’dry The interest is up and the stock market’s down” Hank Williams Jr., “A Country Boy Can Survive” Recent headlines have been heavily weighted toward opinions on the direction of future interest rates. Those folks...

DIS and DAT Our periodic communication that reminds you to ask, “Should I react to those headlines?” June 2022 The tide is out... “It’s only when the tide goes out that you learn who’s been swimming naked.” Warren Buffett Today, we find ourselves witnessing a significant economic event. As I type this, the S and P 500 has reached “bear market territory,” meaning that from its highest point, stock prices have dropped more than 20%...