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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Bear Market Feedback is Gold
“Investors’ mental models tend to be simple, based on recent history, an extrapolation of trends, and an overreliance on frameworks that worked recently.” – Dan Rasmussen, The Humble Investor Most people set goals with a desired outcome in mind. Getting...
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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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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…
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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…
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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…
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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…
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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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