Archives for August, 2014

  1. August 25, 2014

      I recently spent 8 days in the middle of Wyoming seeing some amazing country and fishing on some spectacular streams that meander through some of the largest ranch property in America. In those 8 days, I didn't see another angler. However, I know there are more people… More >>

  2. August 18, 2014

      In a recent blog, we noted that the stock market is near all-time highs with valuations at long-term historic levels, so earnings must deliver. We followed up with a mid-earnings-season data review that observed signs of economic strength, including 4% Q2 GDP growth, but… More >>

  3. August 11, 2014

      Earlier this summer, we celebrated Independence Day, commemorating both the adoption of the Declaration of Independence and the revolution that led to America achieving its independence. Today, there is another revolution going on in this country, one that could lead to… More >>

  4. August 4, 2014

      One of Leonardo da Vinci’s mottoes was “saper vedere”, which translates to “knowing how to see.” It refers to the continual refinement of our senses, especially sight, as a means to enrich experience and test knowledge. With the mountain of economic data released in the… More >>