The Really Big Picture
August 31, 2021
I’ve spent a lot of time in the weeds, both in my day-to-day role and what I write to you
Re-Laying the Foundation
August 23, 2021
I’ve seen that look. Sometimes I’m in the middle of a meeting, talking about the economy, investments, risk, return and
Playing the Long Game
August 17, 2021
To watch or listen to this week’s article please click here. I’m as guilty as anyone in focusing in short
The 1%…Drops
July 27, 2021
Another drop, another quick rebound last week. This is the 7th time this year that the S&P 500 has retraced
Diving into Earnings
July 19, 2021
Thank you, sweet baby Jesus. We are back in earnings season, which is the time of the quarter that things
Uncle Sam in the Spotlight
July 13, 2021
To watch/listen to this week’s article please click here. The next agenda item on the Biden Administration will be taxes.
Inflation Expatiation
July 6, 2021
To watch/listen to this week’s article please click here. Back in the seat this week after a week up in
SPACulation
June 9, 2021
To watch/listen to a quick recap of this week’s article please click here. If you’ve been watching business news these
Sound the Alarm #Inflation
May 17, 2021
To watch/listen to this week’s article please click here. I’ve said for a while now that this bull market will
Wading Through Valuations
May 11, 2021
Anytime you see a major market moving event (like Covid), it will be followed by earnings estimate changes from analysts
Closed Door, Open Window
May 5, 2021
Last week saw the first time President Biden addressed the joint session of congress. And for most, including yours truly,
