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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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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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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Bond Returns Following Difficult Years
“It’s not that I’m so smart; it’s just that I stay with problems longer.” – Albert Einstein Bonds could use a public relations makeover. The…
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Not a Typical Bank Failure
“This isn’t just one stupid bank making bad decisions. This is a real economic problem where the clients at Silicon Valley Bank were burning money…
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The Biggest Heist No One is Talking About
“Banks do not create money for the public good. They are businesses owned by shareholders. Their purpose is to make a profit.” – John Rogers,…
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