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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International Diversification: Looking Beyond the S&P 500
“Valuation changes rewarding cheap stocks and punishing expensive ones is one of the most powerfully recurring features of global equity markets.” – Dan Rasmussen, The Humble Investor In the spring of 2023, Larry Summers, former US. Secretary of the Treasury,...
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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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Hey Retirees, the 4% Rule is Back
“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…
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June 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…
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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.” –…
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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…
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