February 2015 Investor Letter

posted in: Uncategorized | 0

Below is a letter that is written monthly for the benefit of Avondale Asset Management’s clients. It is reproduced here for informational purposes for the readers of this blog.  If you are interested in receiving this letter monthly by email, … Continued

Quantifying the Oil Stimulus

posted in: Uncategorized | 0

Last week on Suntrust’s conference call, the bank’s CEO noted that the decline in oil prices should give the US consumer an income benefit roughly equivalent to the size of a tax refund.  That comment got me thinking about another … Continued

1 2 3 4 5 6 82