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Dock Street Asset Management
Client Notes
Click on any of the links below to view notes to our clients. |
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Investing for Recovery ~ March 2, 2010
"...High unemployment dominates the headlines and it should. An economy that cannot provide job growth is hardly serving the needs of the majority. However, as we have said before, recovery in activity and profits comes first, and then the jobs appear. If this were not true, the Great Depression, or any other recession, would never have ended..."
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A Busy Year ~ February 19, 2010
"...In spite of the recent weakness in stocks, most economic news has been positive. The Asian boom continues, growth in the US was strong in the 4th quarter and appears to be continuing in early 2010, and US stocks have held up better than most other markets, particularly when compared to Europe..."
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Greece -- Another Perspective ~ February 5, 2010
The Market is Worried about Greece ~ February 4, 2010
A Correction or Market Top? ~ February 1, 2010
The Bernanke Scare ~ January 25, 2010
The Economy and Earnings are Up -- Stocks are Down ~ January 22, 2010
Berkshire Hathaway stock split ~ January 21, 2010
Many investors remain skeptical about 2010 ~ January 8, 2010
Good News from Housing ~ December 23, 2009
Small Business is Paralyzed ~ December 17, 2009
Dock Street Assumptions 2010 ~ December 2009
The Job Market Gets Better ~ December 7, 2009
The Dubai Default ~ November 27, 2009 What Keeps Us Up At Night ~ November 11, 2009 Everyone's Afraid ~ October 29, 2009 Earnings Come Through ~ October 20, 2009 What's with Gold? ~ October 7, 2009 Not The September We Were Promised ~ September 30, 2009 If China Wins, Who Loses? ~ September 24, 2009 One Year After Lehman ~ September 18, 2009 This Recovery Gets No Respect ~ August 25, 2009 It's Looking More Like "V" ~ August 7, 2009 Is Housing Hitting Bottom? ~ July 30, 2009 The Stock Market is Anticipating Good News ~ July 21, 2009 Renewed Worries about a Recovery ~ July 8, 2009 How's the Market -- Which Market? ~ July 1, 2009 No "L" ~ June 11, 2009 Is the Recession Ending? ~ June 2, 2009 Long-Term Investing ~ May 8, 2009 Less Bad Is Good Enough ~ May 1, 2009 China Growth Continues ~ April 23, 2009 Too Far Too Fast ~ April 17, 2009
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263
Glenville Road | Greenwich, CT 06831 | Phone: 203.532.9470 | Fax: 203.531.0666
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