“Majority opinion can give any market movement considerable momentum that keeps it going in the same direction. Majority opinion is inevitably and consistently wrong at…
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Which Asset Class Has it Right?
Does it Still Make Sense to Own Bonds?
“Bonds as an asset class will always be needed, not just by insurance companies and pension funds, but by aging boomers.” – Bill Gross, retired founder of PIMCO It’s an 800-pound gorilla. The biggest asset class in the world (and...
read moreRecession Obsession
“When y’all think they going to announce that we going into a recession?” – Cardi B, famous hip hop artist Forecasting the next recession has…
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Bear Market Blues, How Much Worse Can it Get?
“The last leg of a bull market always ends in hysteria; the last leg of a bear market always ends in panic.” – Jim Rogers,…
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Sniffing Around for Investment Opportunities
“Cash shouldn’t be looked at as a burden or drag on your portfolio. It should be viewed as a weapon waiting for an opportunity to…
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Investment Royalty to Punching Bag
“Cathie Wood’s stubborn reluctance to accept reality is starting to look less and less like an investment advisor and more like me betting the midnight…
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Fighting the Market-Timing Urge
“If a topic makes someone feel emotional, they will rarely be interested in the data. This is why emotions can be such a threat to…
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Market Sell-Off: The Good & Bad
“Everything feels unprecedented when you haven’t engaged with history.” – Kelly Hayes, author The daily flow of negative headlines, market losses, and dire predictions can…
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Sell in May and Enjoy the Day?
“In real-time, every crisis feels like the worst thing ever. In hindsight, every crisis is an obvious buying opportunity.” – Morgan Housel, author This isn’t…
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What Does Peak Inflation Look Like?
“Every administration thought they had power to end inflation but they really didn’t. I think now you can see that same sense of overconfidence in…
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