The health and wellness gurus will tell you that they meditate for two hours, exercise, and eat egg whites all before 6am. I check my…
Read More
Is Inflation Coming?
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 moreIs Your Portfolio Drunk or Sober?
“Take calculated risks. That is quite different from being rash.” – George S. Patton Let’s say I’m invited over to your house for dinner. We…
Read More
The Blue Wave and Stock Returns
““We are beginning to see trends that people tend to fear what they are exposed to in the media. Many of the top 10 fears…
Read More
Getting a Fat Pitch and Not Swinging
“Amateurs think the world should work the way they want it to. Professionals realize that they have to work with the world as they find…
Read More
Investing in a 0% World
“Zero rates aren’t a new normal; they’re just normal in Japan.” – Verdad Capital That didn’t last long. After four years of “normalizing” rates from…
Read More
Good from Far, but Far from Good
“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very…
Read More
Scratching Your Degenerate Itch
“Bad bets sometimes pay off.” – Marty Rubin, Canadian Author There’s been a stir in financial media about Robinhood traders bidding up bankrupt companies to…
Read More
Investing Cash in a Runaway Market
“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” – Peter…
Read More
Does Your ESG Approach Pass the Smell Test?
I was perusing my LinkedIn feed when a particular post caught my eye. For the record, I have no clue who Mark A. Smith is….
Read More