“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…
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How Much Cash is Too Much?
4576 Weeks to Live
“Remembering that you are going to die is the best way I know to avoid the trap of thinking you have something to lose. You are already naked.” I bought what some would call a death calendar. The average human...
read moreFalling 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…
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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…
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Market Expectations are Everything
“The past wasn’t as good as you remember. The present isn’t as bad as you think. The future will be better than you anticipate.” Morgan…
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April 2023 Market Commentary
“If you want to call it a bear market, it looks as savage as a koala. If you want to call it a bull market,…
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The Demise of King Dollar
“People talk about this concept like foreign countries can just choose not to do business with the U.S. Dollar. Sure, they can. In doing so,…
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Back to Back Calendar Year Losses for Stocks
“In my experience, most people who are lucky enough to sell something before it goes down get so busy patting themselves on the back, they…
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The Market is Quietly Stacking Up Wins
“It’s just that most people see what they want to see. We pride ourselves on living in reality.” – J.C. Parets, All-Star Charts, on the…
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March 2023 Market Commentary
“History provides crucial insight regarding market crisis; they are inevitable, painful, and ultimately surmountable.” – Shelby M.C. Davis, philanthropist and investor Pure Portfolios’ Chief…
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