Insights
Two Investment Lessons Learned in Lockdown
"The future was always more important than the past." - Paul Park In the haze of the Presidential election some...
A Market Vaccination?
“To realize the American Dream, the most important thing to understand first is that it belongs to everybody who chooses...
Why All the Gloomy Analysts Are Looking Downright Foolish
"You have power over your mind, not outside events. Realize this, and you will find strength." Marcus Aurelius The year...
How Stress Can Make You Wealthy
Looking back is important in this business. It’s those difficult time periods in the rearview mirror - the windows of...
The Thing That Drives Your Future Investment Returns
I’ve included the Yale Crash Confidence indicator below. It’s published monthly and shows us the proportion of investors who believe...
What's coming is significant
"What's coming is significant. And it will last for decades. Those are the facts. We just have to let it...
When There’s Too Much Money on the Wrong Side of the Market
“Life is not about waiting for the storm to pass, it’s about learning to dance in the rain.” - Unknown...
Coming Off the COVID Leash…
In the early 1980s, the Baby Boomer age cohort came into a particularly challenging jobs market. Unemployment was at 10%...
How to Eat an Elephant
"If a business does well, the stock eventually follows." - Warren Buffett The best way to eat an elephant is...
Expert: A Man 50 Miles from Home with a Briefcase
“A few solid pros are more powerful than dozens of cons.” - Steve Jobs Prepare to see and hear the...
Why Fear Hoards Cash
“Do more of what works, and less of what doesn't.” - Steve Clark This four-year, vitriol-driven political marathon in America...