2018: No Place to Hide
“There’s always a bull market somewhere” – Jim Cramer, CNBC Mad Money This marks the first and last time we quote Jim Cramer. He spews…
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Recession Signals that are Flashing Red
“There are decades when nothing happens, and weeks when decades happen.” – Uday Kotak, founder of Kotak Mahindra Bank The gap between how people are feeling about the economy and what’s happening is bigger than the Grand Canyon. The soft...
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Take the Low-Hanging Fruit
The market carnage to close out 2018 carries an important reminder. Investing is hard. Performance comes and goes. The last nine years of easy money…
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Tis the Season for Wall St. Forecasting Pt. II
“Never make predictions, especially about the future.” – Casey Stengel, Legendary Baseball Manager. This might be my favorite topic to write about. In fact, it’s…
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Don’t Be Afraid of the ‘R’ Word
“Fear, greed, and hope have destroyed more portfolio value than any recession or depression we have ever been through.” – Jim O’Shaughnessy, Financial Author &…
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Let’s Talk Yield Curve Inversion
Picture a veteran stock broker roaming the halls of a investment advisory firm. His shirt is stained with coffee. From the look of his wrinkled suit it…
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Is the Santa Claus Rally Real?
I know a financial advisor who loves to talk about the Santa Claus rally every December. He has an outstanding mustache year-round (not just in…
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Planning for the Ugly
“Telling people to “ignore the noise” or “think for the long-term” does not help in the moment unless you’ve set realistic expectations ahead of time….
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The Most Dangerous Thing
“All other creatures use their intelligence to survive. We use ours to destroy ourselves.” – Marty Rubin, Author We worry about stock market bubbles, rising bond yields,…
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No Hunt for Red October
In the 1990 war thriller “The Hunt for Red October” Sean Connery plays the role of Marko Ramius, a Soviet Union submarine captain who plans to defect. …
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