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International Diversification: Looking Beyond the S&P 500

“Valuation changes rewarding cheap stocks and punishing expensive ones is one of the most powerfully recurring features of global equity markets.” – Dan Rasmussen, The Humble Investor In the spring of 2023, Larry Summers, former US. Secretary of the Treasury,...
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What Happens if the U.S. Goes to War?

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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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