Insights
It’s Times Like These You Learn to Think Again…
Just about every summer that I’ve been in this business has been marked by a choppy stock market. In recent...
The Bull Market’s Protein Shake
If I hear anymore references to impending Black Swan events I think I’m going to be ill. And folks, let’s...
Market Expectations, Not Reality
Three weeks down and 11 to go - this hazy summer markets process seems set to continue even as some...
Mayday! Mayday! Everything is Fine
It’s tough to offer up helpful data during the summer haze when not much is new. The chop and concerns...
America’s Housing Numbers Don’t Lie
US Household net worth has set yet another record. Have a look at the two charts below from Scott Grannis...
Just What The Market Doctor Ordered
Have we passed through all the chatter about FAANG, tech, etc.? How about the death of the markets as we...
What Lurks in the Stock Market Summer Haze
Ah yes, the smell of the summer haze coupled with the impending doom of summer swoon projections… It’s like an...
Don’t Fall for the Short Term Falls
Sometimes things sneak up on us. And it’s an unfortunate characteristic of human nature that we often immediately assume that...
This Is Your Brain on Investing
You know that feeling...the sweaty palms, light-headed, like you’re on top of the roller-coaster right before you drop off a...
Summer Haze: Don’t Sweat It, Welcome It…
Too many investors make the grave error of allowing their political views to interfere with the financial facts. Like it...
The Ghosts of Debt Concerns Past
Have a look at the latest data on homes in America – we’re already running out of them: Over the...