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4576 Weeks to Live

“Remembering that you are going to die is the best way I know to avoid the trap of thinking you have something to lose. You are already naked.” I bought what some would call a death calendar. The average human...

Forget the Fed. Focus on Coordinated Global Tightening

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Forget the Fed. Focus on Coordinated Global Tightening

2017 has been a great year for investors. Global equities are higher. Volatility is non-existent. Heck, even left-for-dead fixed income has posted positive returns. However,…
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What Happens if the U.S. Goes to War?

What Happens if the U.S. Goes to War? post image

What Happens if the U.S. Goes to War?

“Rising overseas tensions usually don’t cause economic slumps or bear markets… but it’s not unheard of.”– Ben Levisohn, Barron’s The CFA Institute’s Enterprising Investor blog published a…
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Interest Rates: Experts Stick to the Broken Clock Approach

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Interest Rates: Experts Stick to the Broken Clock Approach

The rising interest rate prediction has been the most incorrect forecast I can remember. For the past three years, we have heard various economists, market…
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