Fastest Quarter In A While, NBA Market (Nothing But Apple), Good Friday with The Masters

Take a deep breath, the first quarter of 2012 is in the books in what seems like a flash!

Domestic Indexes performances were dominated by one stock, Apple! In what a contrarian investor we like and follow regularly, Doug Kass calls “NBA” markets, “Nothing But Apple” Quarter.  It has been some time since we have seen such a large company dominate the indexes; flashback to 99? In what have you done for me lately fashion, time will tell what the future brings.

As you read this, I am out-of-state today for a quick turn around trip.  Tomorrow brings a rest for domestic capital markets as Good Friday is honored and we will be out of the office as well. As a former collegiate golfer (helped pay my way through college) having Good Friday and The Masters synched is terrific.

Speaking of sporting events, our Q2 2012 Newsletter is on the press and turned out very well, with a light-hearted first pitch baseball theme. We compare and contrast the famous sport to investing, building a portfolio, and the psychology needed to be a good long-term investor. We think you will like it and even updated our market thoughts with greater detail than normal.

Lastly, we are super pleased with the Robert McTeer responses and look forward to seeing all of you at the April 28th event. (Don’t forget to RSVP to as we need a firm headcount.)

Have a Great Day and a Super Extra Loooong Weekend!



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