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4th Quarter 2020 Investment Commentary
In 1985 we were introduced to Doc Brown, Marty McFly and their retrofitted DeLorean time machine in the movie Back […]
Read MoreEmerging Markets Look Interesting
Not many people are talking about emerging markets (EM) lately but that may be about to change. For a long […]
Read MoreBook Review
Morgan Housel’s The Psychology of Money was released in early September and IT IS EXCELLENT. Housel delivers twenty chapters that can be […]
Read MoreTech Mania 2.0?
We continue to hear commentary that suggests certain parts of the market look and feel a lot like the tech […]
Read MoreA Picture Is Worth A Thousand Words
Election day is finally here folks! Probably like you, we are a little bit tired of reading and talking about […]
Read MoreIs It Contrarian To Be An Optimist?
Optimism: The odds of a favorable outcome are in your favor over time, even when there will be setbacks along […]
Read MoreEasy Policy Is Here To Stay
The Federal Reserve has two primary jobs: maintaining maximum employment and stable prices. How it achieves this is changing. Last […]
Read MoreNumbers Don’t Lie
Vanguard recently published a study on performance of a 60% stock /40% bond portfolio in election years vs. non election […]
Read MoreLeading Indicators and Lumber
One of our go-to indicators to track the direction of the economy is the Conference Board’s Index of Leading Economic […]
Read MoreTrending In The Right Direction
Encouraging trends are pointing to a healing labor market. Unemployment claims fell below one million per week to 963,000, beating expectations […]
Read MoreElection Talk
The U.S. Presidential election is a little more than three months away. The campaign will be vigorously contested by both parties, […]
Read MoreThe Big Six
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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