“My investment plan was built with the assumption that I would experience a number of both bull and bear markets over the years.” – Ben…
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Past Performance and Investment Decisions
Recession Signals that are Flashing Red
“There are decades when nothing happens, and weeks when decades happen.” – Uday Kotak, founder of Kotak Mahindra Bank The gap between how people are feeling about the economy and what’s happening is bigger than the Grand Canyon. The soft...
read moreAugust 2023 Market Commentary
“You should follow price. Quit trying to be an expert, follow prices and follow trend.” – Jerry Parker, Chesapeake Capital In Pure Portfolios’ August 2023…
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The Big Short’s, Big Short
“Everything I do in investing is just very different.” – Michael Burry, famous investor featured in “The Big Short” Michael Burry predicted the 2008 housing…
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The Plight of the Dividend Investor
“If company management can’t think of anything else to do with their money, they should pay dividends. If they have good places to invest, that’s…
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Is the Market Detached from Reality?
“Wealth isn’t primarily determined by investment performance, but by investor behavior.” – Nick Murray, finance author & speaker The U.S. equity market has come roaring…
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The Loneliest Trade
“If it’s obvious, it’s obviously wrong.” – Stanley Druckenmiller, former founder of Duquesne Capital Most investors know about the sterling performance of big technology stocks…
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July 2023 Market Commentary
“One lesson I learned is to make fewer decisions. Sometimes the best thing to do is nothing.” – Lou Simpson, former Berkshire Hathaway employee In…
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The Retirement Propaganda War
“I’ve found that investors who rely on crystal balls frequently wind up with crushed glass.” – Martin Zweig, famous investor I haven’t seen anything like…
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Juicy Money Market Yields Won’t Last
“The Fed’s ability to raise and lower short-term interest rates is its primary control over the economy.” – Alex Berenson, writer & author We don’t…
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