“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” – Peter…
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Investing Cash in a Runaway Market
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 moreDoes 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….
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Municipal Magic
“You can take advantage of pockets of opportunity in what people don’t want.” – Jeff Gundlach, DoubleLine CEO We’ve been fielding a decent number of…
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Waking up After a Yearlong Coma
“Every once in a while, the market does something so stupid it takes your breath away.” – Jim Cramer The date is April 29th, 2019….
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The Plight of an All-Equity Investor
“The stock market is the story of cycles and of the human behaviour that is responsible for overreactions in both directions.” – Seth Klarman, CEO…
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Bear Market Rally or Did We Hit Bottom?
“A cycle like this does not end with a mere month-long correction. A real bear market is only over when no one is interested in…
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Bear Market Assessment: What We Got Right & Wrong
Lawrence Hamtil runs a wealth management firm in Overland, KS. He posted the above self-assessment on Twitter on his portfolio positioning prior to the COVID-19…
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Bear Market Blind Spots
“History reminds us the event that often derails financial markets is seldom the one investors saw coming.” – Pure Portfolios 2019 Year-end Commentary The past…
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The Market is Talking. Are You Listening?
“It’s OK to not have an opinion on topics you don’t know anything about. And I don’t know anything about coronaviruses. But I have a…
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