David Reavill

Those California Fires - A Generational View

For those of us who've enjoyed that little bit of paradise that lies between the mountains and the sea along the Coastline of Southern California, fires are an eternal threat.
It's what comes next that we'll focus on. How will Californians react to the loss and devastation?

Those California Fires - A Generational View

For those of us who've enjoyed that little bit of paradise that lies between the mountains and the sea along the Coastline of Southern California, fires are an eternal threat.
It's what comes next that we'll focus on. How will Californians react to the loss and devastation?

MACRO 2025, Three Areas Of Concern

In 2024, the overall Economy took a negative turn in three areas critical for investors: Corporate Profits, the country's financial condition, and retail sales. Although each sector remains positive, it has taken on a decidedly negative direction.

MACRO 2025 Three Areas Of Concern

In 2024, the overall Economy took a negative turn in three areas critical for investors: Corporate Profits, the country's financial condition, and retail sales. Although each sector remains positive, it has taken on a decidedly negative direction.

MACRO 2025 Three Areas Of Concern

In 2024, the overall Economy took a negative turn in three areas critical for investors: Corporate Profits, the country's financial condition, and retail sales. Although each sector remains positive, it has taken on a decidedly negative direction.

MACRO 2025, Three Areas Of Concern

In 2024, the overall Economy took a negative turn in three areas critical for investors: Corporate Profits, the country's financial condition, and retail sales. Although each sector remains positive, it has taken on a decidedly negative direction.

Wall Street In Love

I rarely remember when the Street was as enamored as it is now. The object of its affection is a new technology called Artificial Intelligence, or AI for those "in the know."

Wall Street In Love

I rarely remember when the Street was as enamored as it is now. The object of its affection is a new technology called Artificial Intelligence, or AI for those "in the know."

The Real Reason The Fed Lowered Interest Rates

This is also why Chairman Powell was forced to reduce interest rates. Had the Fed chosen to continue raising rates, as Wall Street expected, it is likely that several major Banks and other Depository Institutions would have closed.

Timing History, The Long-Range Thinking Of Buffett And Munger

Warren Buffett had exquisite timing. I don't mean timing like you hear about it on Wall Street. Most often, one hears about timing services, a frenetic buy-sell program that tries to profit from the market's ups and downs on a monthly, weekly, or even daily basis. Buffett was adamantly opposed to that type of "investing," which he called the gross kind of speculation, and railed against such "timing" on a regular basis.