Third Quarter 2023 Market Recap and Looking Forward
Sunday, October 1, 2023
When the consensus opinion on the economic outlook changes, the financial markets respond.
Is inflation really subsiding?
Sunday, October 1, 2023
Until the last two weeks or so the stock market resembled the bull market after the pandemic. Led by growth stocks such as Tesla, Nvidia, Microsoft and others on the excitement surrounding generative artificial intelligence.
US Economy: A Transformative Economic Landscape is on the Horizon
Sunday, October 1, 2023
Our Investment Committee meets weekly to engage in a comprehensive analysis of key macroeconomic factors impacting our portfolio companies. One recurring theme in our discussions this year has been the resilience of the labor market.
Rational Investing in an AI Bonanza
Sunday, October 1, 2023
Excitement about Artificial Intelligence has been a major driver of the S&P 500’s performance this year.
A closer look at the Timken Company
Sunday, September 3, 2023
The Timken Company, a long-standing pillar of the American industrial sector headquartered in Canton, Ohio, recently announced second-quarter results for 2023. Financial trends remain strong but recent stock price performance has been poor after the results.
Be careful investing in artificial intelligence
Sunday, July 2, 2023
Over the last several months, investors’ exuberance towards anything related to artificial intelligence or A. I.
Give your portfolio a makeover with ULTA Beauty
Sunday, June 4, 2023
As we have written in past Ask the Rational Investors, we focus on identifying highly profitable companies with predictable growth that return cash to shareholders. One company that combines all three of these attributes is ULTA Beauty.
Ask the Rational Investor: Investing in Predictable Railroads
Monday, January 2, 2023
An investment philosophy is an important and often overlooked part of any portfolio.
Ask the Rational Investor: Checking the 2023 Market Outlook
Monday, December 5, 2022
Over the last several months the U. S. stock market has recouped about half of 2022’s decline—begging the question if the worst is over, or if investors should brace themselves for more stock market volatility in 2023.
Ask the Rational Investor: Big Data Impacting Insurance Underwriting
Monday, November 7, 2022
When you think of insurance you probably think of Geico’s Gecko or Progressive Insurance’s Flo. Your investment portfolio likely owns one or many insurance companies.
Investment Outlook - The Investor and Market Fluctuations
Friday, October 21, 2022
Ben Graham coined this title for Chapter 8 of his classic 1949 book titled “The Intelligent Investor.
Investment Outlook - US Central Bank Policy: What in the FED is going on?
Wednesday, October 19, 2022
US headlines over the last quarter continued to swing negative. Some days, even weeks, were tough to stomach.
Investment Outlook - Third Quarter 2022 Market Recap
Tuesday, October 18, 2022
The third quarter of 2022 saw equities officially enter a bear market amidst declining global economic sentiment.
Investment Outlook - Strong US Dollar
Tuesday, October 18, 2022
Powerful, well-built, tough, and indestructible are all synonyms for the word STRONG. The word strong has positive connotations in our lexicon, but when used to describe the US dollar it is more complicated.
Ask the Rational Investor: Steps to Improve Your Portfolio
Monday, October 10, 2022
How quickly markets can change! In our September Ask the Rational Investor, we discussed steps to improve your portfolio after the stock market had recovered about two-thirds of its decline.
Beese Fulmer named to CNBC FA 100 list for 2022
Monday, October 10, 2022
CANTON, Ohio (Oct. 10, 2022) – Beese Fulmer Private Wealth Management, a leading Northeast Ohio private investment firm, has been named to the 2022 CNBC FA 100 list of top U. S. registered investment advisors (RIAs).