Latest Commentary:

Steve Bregman on What to Make of the Market Right Now (Recorded on March 25, 2020)

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As a sequel to Murray Stahl’s recent webinars, a brief discussion about what this month’s wild price changes in stocks mean – or, more importantly, don’t mean. Examples from Utilities, Gold, and the Energy sectors are used to highlight how these changes in prices have become untethered from economic reality; they do not reflect actual … Continued

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4th Quarter 2019 Commentary

Conference Call Replay   Listen to the Podcast

What a great disconnect can exist between what we think we know, what we think others know, and what they actually believe and know. It no doubt works in the reverse, too. We felt that perhaps this presentation was repeating once too often the same observations – albeit with exciting new details!! – about the … Continued

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