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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What Are Reasonable Return Expectations?
“Reality will pay you back in equal proportion to your delusion.” - Will Smith, actor & musician Stanley Druckenmiller is one of the most successful investors of his generation. During his time running Duquesne Capital (1981 – 2010), he never...
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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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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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