MONTAG Viewpoints – First Quarter 2020
Read moreMONTAG Viewpoints, Q1 2020 Click here for our website disclosure.
Bend but don’t break: Why Supply Chains Matter
Read moreBy now, anyone reading this blog, anyone reading anything, anywhere knows about what our country is currently grappling with regarding our nation’s response to the arrival of the coronavirus,…
CORONAVIRUS, IN PLAIN ENGLISH
Read moreWhat we experienced last week was what we in the business call a “waterfall decline,” and these are actually rather common in the long history of the stock market. …
Opportunity among the Invisibles?
Read moreWell, it had been my intention to look into the crowding at the top of the S&P500, and whether there might be better opportunities among the “invisible” smaller weights. …
Coronavirus Impact on the Market
Read moreIt was actually in Early January that the Coronavirus became a worry for the market. It started out in December 2019 in the city of Wuhan, the capital of…
