“At the end of the day, it’s not a normal condition to have interest rates at zero.” – Lloyd Blankfein, former CEO of Goldman Sachs…
Read More
Hey Retirees, the 4% Rule is Back
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 moreJune 2023 Market Commentary
“The idea that a bell rings to signal when to get in or out of the market is simply not credible. After fifty years in…
Read More
When a Bear Becomes a Bull
“When investors get negative on the market and put 50% in cash, many times it’s just about when the market is about to rally.” –…
Read More
Can AI Pick Investments?
“Some people call this artificial intelligence, but the reality is this technology will enhance us. So instead of artificial intelligence, I think we’ll augment our…
Read More
Mega Cap Fueled Rally
“The market is being driven by the performance of only 7 stocks!” – Everyone Yes, it’s true. The S&P 500’s 2023 performance is being propelled…
Read More
May 2023 Market Commentary
“Timing crashes is impossible. If you require a forecast for your investment thesis to do well, then you’re doing it wrong.” – Mark Spitznagel, hedge…
Read More
How Much Cash is Too Much?
“You make most of your money in a bear market, you just don’t realize it at the time.” – Shelby Cullom Davis, famous investor Generating…
Read More
Falling Inflation and Stock Returns
“The complaints about how sticky inflation has been nearly matches the claims that it was transitory back in 2021.” – Bespoke Investment Group On November…
Read More
The U.S. Debt Ceiling
“I think it’s ridiculous – it’s always resolved, not that it’s a 100% chance, but I think it gets resolved.” – Bill Gross, Pimco co-founder…
Read More