The Debacle
October 2, 2020
To watch/listen to this week’s article please click here or copy the following link: https://youtu.be/CS0lmU3vi0Y The day after the Presidential Debacle the equity
No News Sell Off Shifts to Macro
September 24, 2020
To watch/listen to this week’s article please click here The “no news sell off” that started on September 9th, is now
Equity Risk Premiums…Clear as Mud
September 17, 2020
To watch/listen to this week’s article please click here. Let’s pick up where I left off last week. “Cautious optimism” …sounds
Hostage by Headlines
September 10, 2020
To watch/listen to this week’s article click here. This is the new world we live in. I wrote last week’s
Hitting Singles
September 8, 2020
In this business, when you’re wrong, acknowledge it, correct it, and move on as fast as possible. For the past
401k Update: Dive and Thrive?
August 26, 2020
Your faith has been rocked, but I hope not broken… The first half of the year is behind us, and
Bye-Bye Bear
August 24, 2020
To watch/listen to this week’s article, please click here. By way of putting in a new high last week, we
Science, Stimulus & Surprises
August 17, 2020
To watch/listen to this week’s article, please click here. https://www.youtube.com/watch?v=_bimUX9X4Bw I’m going to sum this week’s note up in the first
Anything But Normal
August 10, 2020
To watch/listen to this week’s article please click here. Around 75% of companies have reported 2nd Quarter earnings and so far,
Election Reluctancy
July 31, 2020
I’ve resisted the urge to think too much about the election, as I believe the market won’t start to pay
Unprecedented
July 20, 2020
Earnings season is upon us, and it’s usually the time I look forward to, as it either confirms expected profitability
To Small(er) Caps & Beyond
July 7, 2020
As we close the books on the first half of the year, a look back shows records not just broken,