Blog
Book Review
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?
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
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?
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
The Federal Reserve has two primary jobs: maintaining maximum employment and stable prices. How it achieves this is changing. Last […]
Numbers Don’t Lie
Vanguard recently published a study on performance of a 60% stock /40% bond portfolio in election years vs. non election […]
Leading 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 […]
Trending 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 […]
Election Talk
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
Six stocks currently make up almost 22% of the S&P 500 Index: Facebook, Amazon, Apple, Alphabet (Google), Netflix and Microsoft. […]
Return Free Risk?
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!
Over the past few months, we have been asked several times how the market can be rising in the face […]
