NEWSROOM - Eidelman Virant Capital

2Q 2018 Quarterly Letter – Trade Wars & Investor Frequently Asked Questions

Friday, July 13th, 2018

U.S. stock market indices climbed higher in the 2nd quarter with the S&P 500 rising 3.4%. U.S. markets advanced despite President Trump initiating $34 billion of tariffs on Chinese goods, stoking fears of a trade war. While U.S. stocks advanced, the Chinese Shanghai Stock Exchange Index fell 10.2%. Are trade wars cause for concern? Why […]Read More…

1Q 2018 Quarterly Letter – Higher Volatility Provides Opportunity

Friday, April 13th, 2018

Despite politician shenanigans, we are optimistic about our investment portfolios. President Trump’s imposed steel tariffs concerned investors that a he may instigate a bigger trade war with China. While we are inclined to view his actions as more bark than bite, we are comforted by the fact that we own mostly smaller domestic companies as […]Read More…

EVC Value Select Receives Lipper Top 20 Money Manager Ranking – 03/31/18

Saturday, March 31st, 2018

Lipper Rankings – 03/31/18Read More…

4Q 2017 Quarterly Letter – America’s Greatest Export

Wednesday, January 10th, 2018

2017 was an extraordinary year in the financial markets. For the first time on record, the S&P 500 Index delivered a positive gain in every month of the year. The S&P 500 and Russell 2000 indices finished the year up 22% and 13% respectively, while also experiencing the lowest level of volatility in history with […]Read More…

EVC Value Select Receives Lipper Top 20 Money Manager Ranking – 12/31/17

Sunday, December 31st, 2017

Lipper Rankings – 12/31/17Read More…

Remembering Joey – Fox 2 News Covers 7th Annual Joey Eidelman Memorial Blood Drive

Monday, October 16th, 2017

Watch Story: Couple turns the loss of a child into the gift of life for others ST. LOUIS -A local couple has turned the loss of their child into an annual, life-saving event. Joey Eidelman passed away in 2011. “He passed away unexpectedly during a nap when he was a 15 ½ months,” said Tom Eidelman, […]Read More…

3Q 2017 Quarterly Letter – Low Interest Rates Drive Stocks Higher

Tuesday, October 10th, 2017

The S&P 500 and Russell 2000 Indices made new highs in the third quarter, gaining roughly 4.5% and 5.7% respectively. The gains were widely attributed to renewed optimism regarding tax reform. According to Ned Davis Research, the proposed change to a 20% corporate tax rate would lead to a 7.2% jump in after-tax earnings on […]Read More…

2Q 2017 Quarterly Letter – The Passive Problem & Our Active Solution

Thursday, July 20th, 2017

The S&P 500 and Russell 2000 Indices continued their ascent, gaining roughly 9.3% and 5.0% respectively through the first half of the year. Despite larger “growth” oriented stocks being the star performers (+14% vs. smaller “value” stocks +0.5%), our portfolios performed well. We benefited from continued appreciation in community bank stocks as well as mostly […]Read More…

1Q 2017 Quarterly Letter – The Trump Rally Continues

Tuesday, April 11th, 2017

The S&P 500 and Russell 2000 Indices gained 6.1% and 2.5% respectively in the first quarter of 2017, continuing the upward momentum from last year. Though President Trump’s flurry of executive orders, Congress’s failure to repeal and replace Obamacare, the Fed’s third interest rate hike, and the recent U.S. military strike in Syria caused uncertainty […]Read More…

4Q 2016 Quarterly Letter – Year-End Update and New Investment Ideas

Tuesday, January 10th, 2017

After one of the worst starts in history, the S&P 500 rallied to end the year up 11.9% in 2016. Stocks jumped after the election on the expectation that President-elect Donald Trump will quickly enact a growth-oriented economic agenda, including tax cuts, regulatory relief, and economic stimulus. Some investors believe these policies will result in […]Read More…