I am often regaled with questions about market timing and if “it’s safe to buy.” The long answer is nuanced. But the short answer is, at least statistically, the best time to buy is now. There are periods of duress and then there are legitimate panics born out from a fundamental concern or geopolitical condition....Read More

The largest contract manufacturer in the world confirmed something we already knew. Nevertheless, it’s good to have confirmation.Hon Hai Precision Industry, which does business as Foxconn internationally, reported revenue of 2.1 trillion New Taiwan dollars ($63.9 billion) in the fourth quarter of 2024, up 15% year-over-year. Foxconn’s bumper sales performance was heavily driven by growth...Read More