by wilwutherich | Apr 2, 2025 |
Monthly Message For March, the Wutherich & Co. Composite was down 4.4%. Trump Chaos 2.0 plays on. During February and March, we reviewed all our names in detail as they reported their most recent quarters. While some are struggling, the bulk of them are doing very...
by wilwutherich | Mar 3, 2025 |
Monthly Message For February, the Wutherich & Co. Composite was down 7.0%. Trump Chaos 2.0 continues to weigh on our portfolio and the markets in general. Trump Tariffs and his geo-political hijinks are creating intense uncertainty and discomfort amongst investors...
by wilwutherich | Feb 3, 2025 |
Monthly Message For January, the Wutherich & Co. Composite was down 1.4%. Trump Chaos 2.0 is starting to roll through the markets. For now, it is in the form of Trump Tariffs. While much of the portfolio has relatively little direct exposure to these, several of...
by wilwutherich | Jan 2, 2025 |
Monthly Message Happy New Year! JF and I would like to wish you health, happiness and prosperity for 2025. For December, the Wutherich & Co. Composite was up 0.3%. December’s small gain capped-off a strong year for the Wutherich & Company Composite....
by wilwutherich | Dec 2, 2024 |
Monthly Message Merry Christmas and Season’s Greetings to one and all! For November, the Wutherich & Co. Composite was up 5.0%. With the US election now past, one level of uncertainty has been resolved, though, I think for many of us, a lot of questions remain....
