Quarterly Appraisal Letter September 30, 2021

1 November, 2021 by Mark O'Brien in Quarterly Letters

Quarterly Appraisal Letter June 30, 2021

15 July, 2021 by Mark O'Brien in Quarterly Letters
The equity market performance numbers for the period ending 6.30.21, shown above, are quite remarkable.  They show results one hopes for after a very good year, let alone a single quarter.  But are the results warranted? Pandemic-related demand and supply-chain constraints are driving up the ... read more...

Quarterly Appraisal Letter March 31, 2021

15 April, 2021 by Mark O'Brien in Quarterly Letters
At the beginning of the year, we projected a switch in stock market leadership from high growth, info-tech giants to slower-growth, value-oriented companies and sectors.  We spelled this out in our last quarterly letter. Three months later we can report – – with some surprise at its ... read more...

Quarterly Appraisal Letter December 31, 2020

5 March, 2021 by Mark O'Brien in Quarterly Letters
Investors might think that the stock and bond markets, if not the economy, are back to normal, or will be shortly, as soon as the new Coronavirus vaccine gets here, and national election politics calm down. We are not so sure. We think big monetary problems, like inflation, could be brewing. We ... read more...

Quarterly Appraisal Letter September 30, 2020

20 October, 2020 by Mark O'Brien in Quarterly Letters
Before turning to my discussion of the quarter just ended, I am happy to introduce a new face at O’Brien Greene & Co.  Jim Foggo joined the firm on June 1, 2020 and will be handling regulatory compliance and operations; he will also be part of our investment team.  Trained as a lawyer, Jim ... read more...