X

Insights

March 28, 2022

Doll’s Deliberations – March 28, 2022

Fed ratchets dialogue up a notch; will actions follow?
Read More

March 21, 2022

Doll’s Deliberations – March 21, 2022

Rumors of war negotiations, lower oil prices, and predictable fed lift stocks.
Read More

March 14, 2022

Doll’s Deliberations – March 14, 2022

The debate has shifted to potential economic weakness.
Read More

March 7, 2022

Doll’s Deliberations – March 7, 2022

Ukraine situation overwhelms almost all other variables.
Read More

March 3, 2022

Accepting Average – The likelihood of mediocre future returns

Over the last 10+ years, U.S. equity outperformance has been caused by increased profit margins, the accretive impact of share buybacks
Read More