Insights
Rumours, News & Other Distractions
Well that was timely. A few weeks back we focused in these notes on the near-term risk of the "buying...
Not-So-Sweet Emotion
Just remember this: If investing, building wealth over a lifetime or preparing for and/or managing a pleasant, fun-filled, relaxing retirement...
ETFs – Nothing is Certain or Obvious
Howard Marks recently posted a report for clients that echoes what we’ve discussed here for many moons as regards the...
It’s Tough to be a Bear
We are now right in the middle of one of the two busiest weeks in the earnings season. So, before...
A Little Investor Reality Break
America has reached a new low in the percentage of households investing in the stock market. And that's good news...
How Fear Hurts Wealth
As we prep for the worst of the summer stock market haze in August, the media redoubles its efforts to...
Far From the Maddening Bears
My wishes for a summer swoon thus far appear pretty bogus… Just about everywhere you look we’re breaking records. Except...
The Upside of Down
The summer haze has simply not (yet) uncorked a stock market swoon. But you’d never know that by looking at...
But This One’s Just Right…
Analysts are rarely satisfied. There just never seems to be that Goldilocks “But this one is just right” moment. This...
The Breadcrumbs to Good Market News
Good Morning, For those of you who like to study the structure of the market, I’ve prepped another short video...
Why “All Is Well” Doesn’t Sell
The summertime economic calendar remains light, so expect loud noises about small things. That’s because the scribblers and commentators can...