Our Commentary

RBS 2020 Mid-Year Investment Letter

July 15, 2020 DJIA 26,870 S&P 500 3,229 10-Year Treasury 0.63% Dear Clients and friends, This letter is a mid-year update, which accompanies your semi-annual reports. We hope that you and your loved ones are safe from Covid-19. Here is a PDF version of this...

Mid-Year Investment Update

July 13, 2016 DJIA 18,359 S&P 500 2152 An update to our clients: As I have mentioned in the past, we are only long term oriented investors. Our thesis is based on the assumption that for the majority of the companies we own, that their dividends are sustainable,...

Fed Rate Hikes and Marty Zweig

January 8, 2016 DJIA 16,528 S&P 500 1949 I had the pleasure of speaking with legendary deceased investor Marty Zweig on several occasions. Marty’s motto was “Don’t fight the Fed.” In his book, ‘Winning on Wall Street’ he discussed a market sell signal comes on the...