“Our discussions of the economy may sometimes ring in the ears of the public with more certainty than is appropriate.” Jerome Powell, Federal Reserve Chairman…
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How Does a Fed Taper Affect Market Volatility?
Starting Yield and Future Bond Returns
“Remember how excited people were about bonds when rates were under 1%? You see how bearish people are about bonds today, with yields at 4.5?” – Jared Dillion, author & investor Bonds have had a historically bad run. If you’re...
read moreWhat’s in a Bear Market?
“I’m an optimist, both as a person and an investor. It’s a big mistake to be pessimistic as long as we have a viable civilization…
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The Brilliance of “I Don’t Know”
“We cherish not only answering every question, but also being quick-witted. The answer has to be produced in the shortest amount of time with the…
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I Keep Coming Back to One Question
“We have to practice defensive investing, since many of the outcomes are likely to go against us. It’s more important to ensure survival under negative…
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Waking up After a Yearlong Coma
“Every once in a while, the market does something so stupid it takes your breath away.” – Jim Cramer The date is April 29th, 2019….
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Some Things Will Never be the Same
“Sometimes it’s the bad things that happen to us that become the catalyst for the good things to happen to us. Life forces you into…
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Where Do We Go From Here?
“There’s clearly an indication that a systematic government-led approach using all tactics and all elements available seems to be able to turn this disease around.”…
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The Market is Talking. Are You Listening?
“It’s OK to not have an opinion on topics you don’t know anything about. And I don’t know anything about coronaviruses. But I have a…
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