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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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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, […]

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. […]

Return Free Risk?

July 23, 2020

Popular wisdom holds that stocks are risky and bonds are safe. Over the last several months, huge amounts of capital […]

10 Years of Jobs…POOF!

June 18, 2020

Over the past few months, we have been asked several times how the market can be rising in the face […]

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