The famous train song “Midnight Special” (recorded by Credence Clearwater Revival and many others) comes to mind as we announce our latest addition to the SSR portfolio. Read more » ...

What do Tom Brady and the European Central Bank (ECB) have in common? They have both been fighting rumors of deflation in their respective arenas. Tom Brady, of course, is the quarterback of the Super Bowl-bound New England Patriots, and he is being accused of illegally deflating...

The January SSR Monthly Report is now available at the SSR website. There is one new portfolio deletion and one new portfolio addition to announce. Read more » ...

You may or may not have noticed, but Santa has done some solid lifting since our last update on December 19 and pushed stocks higher. The end result was that the SSR portfolio is up 0.4% while the benchmark iShares Dow Jones U.S. fund (IYY) is up 0.2%. Oil continues to be a theme...

The week opened on a weak note as the market was dragged down by continued weakness in oil prices, down 2.2% by the close on Tuesday as the Grinch prepared to steal our Christmas rally. However, Janet Yellen delivered her own Christmas present by letting out her inner politician...

While the year-end period is historically a strong period for stocks, this week Santa apparently forgot to do his part. Perhaps someone has been very naughty. The markets traded lower much of the week, with the iShares Dow Jones ETF (IYY) trading down 3.4% by the close on Friday...

The December SSR Monthly Report is now available at the SSR website. There is one new portfolio deletion and one new portfolio addition to announce. Read more » ...

The only true constant in life is change, and we were reminded of that again this morning. We had written up a commentary on how the portfolio was flat for the week but in the middle of the night, the Chinese central bank cut interest rates 25 basis points (0.25%). Read more » ...

After a couple of strong weeks in a row, the SSR portfolio took a breather this week and slightly underperformed its benchmark, the iShares Dow Jones U.S. ETF (IYY). After the frenzy of earnings season, the markets needed that break. Through November 7, about 80% of S&P 500...

The November SSR Monthly Report is now available at the SSR website. There is one new portfolio deletion and one new portfolio addition to announce. Read more » ...