Commentary

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Market Commentary: September 9, 2022 PDF icon
Q2 2022 Commentary: Finding the Discipline to Buy Low and Sell High PDF icon
PM Q&A: Beta, Cash, and Volatile Markets PDF icon
Q1 2022 Commentary: Does a Bumpy Start Portend a Rough Year, or Opportunity? PDF icon
Market Commentary: March 14, 2022 PDF icon
Q4 2021 Commentary: COVID Couldn’t Close this Party PDF icon
2021 Year in Review: January 5, 2022 PDF icon
Q3 2021 Commentary: The Pause that Refreshes? PDF icon
Q2 2021 Commentary: The Market Marches Onward and Upward PDF icon
Market Commentary: June 8, 2021 PDF icon
Market Commentary: May 11, 2021 PDF icon
Q1 2021 Commentary: I’ll Stop the World and Melt (up) with You PDF icon
Market Commentary: March 15, 2021 PDF icon
Market Commentary: February 3, 2021 PDF icon
Q4 2020 Commentary: A Year of Many Records; Some Noteworthy, Some Dubious PDF icon
2020 Year in Review: January 5, 2021 PDF icon
Market Commentary: December 3, 2020 PDF icon
Q3 2020 Commentary: Price/Stimulus is in the Driver’s Seat Now PDF icon
Market Commentary: September 8, 2020 PDF icon
Q2 2020 Commentary: The Fox and the Hedgehog PDF icon
Market Commentary: July 15, 2020 PDF icon
Market Commentary: June 15, 2020 PDF icon
Market Commentary: May 6, 2020 PDF icon
Q1 2020 Commentary: The Bull is Dead. Long Live the New Bull! PDF icon
Castle Tandem Fund (TANDX)
Volatility Vs. S&P 500
Market Commentary: March 19, 2020 PDF icon
Q4 2019 Commentary: The Importance of Staying Invested PDF icon
Market Commentary:  Markets, Valuations and Tandem — January 6, 2020 PDF icon
Q3 2019 Commentary: Risicare PDF icon
Market Commentary: The Path to Negative Yields— September 12, 2019 PDF icon
Market Commentary— August 23, 2019 PDF icon
Q2 2019 Commentary:  A Friendly Fed Drives Prices to More Record Highs PDF icon
PM Q&A:  Valuations, Sectors and Trade Wars – July 8, 2019 PDF icon
Market Commentary— June 3, 2019 PDF icon
Market Commentary— May 3, 2019 PDF icon
Q1 2019 Commentary PDF icon