Still More To Come

Still More To Come

S&P 500 Santa rally goes on, and risk-on markets rejoice. What a nice sight of market breadth improvement, and confirmation from bonds . Financials and industrials are lagging, but real estate, healthcare and tech are humming smoothly. As I told you yesterday about volatility : Get The Full Walter Schloss Series in PDF Get the entire 10-part series on Walter Schloss in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues. Q3 2021 hedge fund letters, conferences and more One company has had more of an impact on Warren Buffett and Charlie Munger's investment style than any other, and that is See's Candy. Q3 2021 hedge fund letters, conferences and more When the duo acquired this company, it marked a significant change in their investment style. After following in the footsteps of Benjamin Graham Read More (…) The VIX is calming down, now around 21 with further room to decline still – at least as far as the remainder of 2021 is concerned. We got the lower values, and today is shaping up to look likewise constructively for the bulls across both paper and real assets. Yesterday's dollar decline has helped as much