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4th Quarter 2020 Investment Commentary

January 15, 2021

In 1985 we were introduced to Doc Brown, Marty McFly and their retrofitted DeLorean time machine in the movie Back […]

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Emerging Markets Look Interesting

November 3, 2020

Not many people are talking about emerging markets (EM) lately but that may be about to change. For a long […]

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The Psychology of Money Book Cover

Book Review

November 3, 2020

Morgan Housel’s The Psychology of Money was released in early September and IT IS EXCELLENT. Housel delivers twenty chapters that can be […]

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Tech Mania 2.0?

November 3, 2020

We continue to hear commentary that suggests certain parts of the market look and feel a lot like the tech […]

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A Picture Is Worth A Thousand Words

November 3, 2020

Election day is finally here folks! Probably like you, we are a little bit tired of reading and talking about […]

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Is It Contrarian To Be An Optimist?

September 25, 2020

Optimism: The odds of a favorable outcome are in your favor over time, even when there will be setbacks along […]

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Easy Policy Is Here To Stay

September 25, 2020

The Federal Reserve has two primary jobs: maintaining maximum employment and stable prices. How it achieves this is changing. Last […]

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Numbers Don’t Lie

September 25, 2020

Vanguard recently published a study on performance of a 60% stock /40% bond portfolio in election years vs. non election […]

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Leading Indicators and Lumber

August 27, 2020

One of our go-to indicators to track the direction of the economy is the Conference Board’s Index of Leading Economic […]

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Trending In The Right Direction

August 27, 2020

Encouraging trends are pointing to a healing labor market. Unemployment claims fell below one million per week to 963,000, beating expectations […]

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Election Talk

August 27, 2020

The U.S. Presidential election is a little more than three months away. The campaign will be vigorously contested by both parties, […]

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The Big Six

July 23, 2020

Six stocks currently make up almost 22% of the S&P 500 Index: Facebook, Amazon, Apple, Alphabet (Google), Netflix and Microsoft. […]

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