Archive - Dillon’s Newsletter

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The Economic Market Cycle is Changing

Jan 23

Laying out where multiples lie today using EBITDA, Gross Profit, Earnings, and PEG ratio

Jan 20

History is suggesting a truly unprecedented move in the NASDAQ

Jan 18

The Federal Government, not the Central Bank, Created Inflation

Jan 17

The Value Trade of 2022 and 4 Rate Hikes

Jan 15

The signs and signals we are watching. Data to support hypothesis.

Jan 13

Stocks have sold off, drastically. When people say "invest in fundamentally strong companies", what does that mean?

Jan 12

Closing down 2% today off it's highs, the NASDAQ and tech stocks get the brunt of the hit

Jan 6

Profitable, High Growth and High Conviction

Jan 1

This doesn't seem right, it's too predictable

Dec 30, 2021

2021 in rewind and 2022 strategic positioning

Dec 28, 2021

Thinking in terms of years, rather than days, we get the right perspective

Dec 24, 2021

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