Insights

Investor Temper Tantrums
“You are not the victim of the world, but rather the master of your own destiny. It is your choices...
Record Highs Meet Confidence Lows
The latest earnings data from Refintiv shows analysts are starting their normal "hook" process. In other words, as we get...
The Joy of Market “Mini-Panics”
The trading range in the Dow Jones this week (at the time of writing) has been roughly 800 points (high...
How Corrective Waves Create Future Returns
As we trek through the window of "empty data flow" and await improvements in GDP and earnings beginning in mid-October,...
From Peak Fear to Long Rally
“The two most powerful warriors are patience and time.” Leo Tolstoy If you went to sleep around the end of...
The ‘News’ Isn’t News…
“Once you start down the dark path, forever will it dominate your destiny. Consume you, it will.” – Yoda It’s...
The Slow Trek Towards the New Economy
“We must all suffer one of two things: the pain of discipline or the painof regret and disappointment.” Jim Rohn...
Who Profits from Pessimism?
I suspect we will continue to see the month of September as a struggle, which is not only OK, but...
This Bull Market is Just a Baby
“If you are distressed by anything external, the pain is not due to the thing itself, but to your estimate...
Missing: The Annual August Stock Market Swoon
August is usually not that great for stock markets. In fact, it’s like the land of summer swoons, an expected...
On the Comeback Trail
"Most people want to avoid pain, and discipline is usually painful." - John C. Maxwell As we close out the...