Gerald Asplund 12/26/22 Gerald Asplund 12/26/22

Stocks Flat for Four Years

The average stock in the United States has been flat over the past four years.

Gerald Asplund 12/28/21 Gerald Asplund 12/28/21

Secular Themes Extend Beyond the Business Cycle

Secular themes are those where their growth extends beyond the business cycle

Gerald Asplund 12/12/21 Gerald Asplund 12/12/21

2021 is a stock market bubble like 1999 where investment returns are generated by a handful of stocks.

Gerald Asplund 10/1/21 Gerald Asplund 10/1/21

Avoid the bubble, shift to the other side of the see-saw and avoid excessively valued stocks.

Gerald Asplund 9/21/21 Gerald Asplund 9/21/21

The stock market has been volatile lately, we are allocated to blue chips

Gerald Asplund 9/13/21 Gerald Asplund 9/13/21

Upon closer examination high quality categories of the market have struggled.

Gerald Asplund 6/22/21 Gerald Asplund 6/22/21

Investment allocation and inflation update

Gerald Asplund 6/20/21 Gerald Asplund 6/20/21

In an effort to control inflation central banks are coordinating their policies

Gerald Asplund 4/30/20 Gerald Asplund 4/30/20

Although the stock market has had a big correction, valuations remain in record high territory.

Gerald Asplund 12/18/19 Gerald Asplund 12/18/19

Stock market valuations remain at generational highs.

Gerald Asplund 11/18/19 Gerald Asplund 11/18/19

Corporate profits have been flat for 8 years.

Gerald Asplund 11/5/19 Gerald Asplund 11/5/19

European stocks provide an opportunity to invest at more reasonable valuations.