Quality Companies and Free Cash Flow Prevail in First Quarter
Bennicas & Associates 1Q'22 results were positive thanks to diverse holdings with inflation protecting characteristics. Deutsche Bank...
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Bennicas & Associates
- Jan 2
- 1 min
Here's Looking at You, 2022!
Much maligned 2021 did see us return to restaurants, get together with family and friends, attend live entertainment events, and even get...
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Bennicas & Associates
- Dec 10, 2021
- 1 min
Woof! Need a little something for under the tree, or what have you?
The COVID era adoption craze has rolled over, and shelters need your generosity. They're stretched thin by rising food and energy costs. ...
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Bennicas & Associates
- Nov 8, 2021
- 1 min
Berkshire Hathaway's Crummy Quarter
In 1969, unable to find many high cash flowing businesses at reasonable prices, Warren Buffett closed his investment partnership and...
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Bennicas & Associates
- Oct 14, 2021
- 1 min
You're Not the Boss of Me!
What's happening in the job market? For six consecutive months workers have issued a collective adios in record numbers. In August along...
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Bennicas & Associates
- Oct 4, 2021
- 1 min
A Fall Cornucopia
Global macro events from Afghanistan to China, along with domestic fiscal policy clamor set the stage for the 4th Quarter. Abbondanza!
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Bennicas & Associates
- Aug 13, 2021
- 1 min
No Politico Seems to Want to Credit for this Tidbit of the Infrastructure Plan: Vehicle Miles Tax
I guess we mourned this tax's passing too early when Washington gave up on it a few months back. The Infrastructure bill before the house...
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Bennicas & Associates
- Aug 10, 2021
- 2 min
Infrastructure - Adding Up the Columns, and It Does Not Compute
Crumbling highways, airports, and waterways have been turned into a political football in Washington. Does this bill change that? The...
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Bennicas & Associates
- Jul 9, 2021
- 1 min
Surf's Up!
Ask any seasoned investor, one who has experienced lengthier downturns than the "bear market" of 2020, and they'll likely agree that the...
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Bennicas & Associates
- Jul 6, 2021
- 1 min
Back to the Old Grind
Over the past year real estate values in locales from Nantucket to Tahoe have exploded. Two factors have contributed to this: the desire...
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Bennicas & Associates
- Jul 1, 2021
- 1 min
Mid-Year Market Comment - Inflation? Taxes? No Problem!!
Okay, problem. But it probably won't rear its ugly head until the Powell-Yellen axis stops pumping steroids in to financial assets, and...
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Bennicas & Associates
- Jun 23, 2021
- 1 min
How Long Can America Keep Borrowing? Pining for the days of Bob Kerrey
We wonder where the voice of reason has gone. What has happened to comity among our elected officials (who once may have been called an...
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Bennicas & Associates
- Jun 5, 2021
- 5 min
Beach Reading: Bennicas & Associates June 2021 Letter
Okay, it might not exactly be beach reading, but take a moment to read our thoughts on inflation and taxes. June 2021 It’s a wonderful...
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Bennicas & Associates
- Apr 30, 2021
- 1 min
Finally, Doors Open On Our New Office
After more than 30 years in Woodside, we are pleased to announce our move to Portola Valley, and our very own building. We didn't think...
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