“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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Sell in May and Enjoy the Day?
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...
read moreWhat 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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Does it Still Make Sense to Own Bonds?
White-hot inflation. Rising interest rates. Tanking bond prices. The popular consensus is that investors should abandon their bond allocation. It’s a tidy narrative but deserves…
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What’s the Bullish Case for Stocks?
“Tell someone that everything will be ok and they’ll shrug you off. Tell someone they’re in danger and they’ll hang on your every word.” Morgan…
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What Are the Odds of a U.S. Recession?
“Being scared of everything is a symptom of being addicted to comfort.” – Orange Book, @orangebook on Twitter Post World War II, the U.S. has…
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Checking Up on Pandemic Darlings
“What a year this week has been.” – unknown A handful of stocks couldn’t miss. The pandemic changed the way we did everything overnight. Obscure…
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How to Solve the Inflation Problem
“Anyway you calculate it, inflation is WAY above the Fed’s target because of high demand.” Cullen Roche, Discipline Funds The Fed will attempt to kill…
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Waiting for the “All-Clear” Investment Signal
“If you want to make the wrong decision, ask everyone.” – Naval Ravikant, author and investor I want to wait and see what happens with…
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How High Can Bond Yields Go?
“It’s not a normal condition to have interest rates at zero.” – Lloyd Blankfein, former Goldman Sachs CEO The Fed has charted the path forward…
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