Insights
The Great Dislocation is Snapping Back
As we pass Memorial Day weekend in America most folks are completely confused by the "dislocation" of the stock market...
A Staggeringly Large Pile of Cash…
Here’s a bit of perspective about the on-going chatter suggesting China controls America’s destiny because, “they own a trillion dollars’...
The Covid Trade Range
So, here we are… We’re seeing what we suggested would happen – a setback to the upper edge of the...
When Now Met Next
I suspect the post-Sell in May and Go Away summer haze chat will be a bit louder than normal. Why?...
The Best Time to be a Long-Term Investor
It’s perhaps of little surprise that “Sell in May” and go away got a strong start this year. But in...
After the Bat Hits the Fan…
Just like the past, the future will show that pessimism about the United States is unlikely to investment success. Sure,...
The Next Significant Bull Market
Far and away in the future we will query the "shoot first and ask questions later" pathway for investing…yet again....
The Best Opportunity We’re Likely to Have…
Terror? It’s all the rage just now. And I’m fairly sure the average advisor is more than a bit petrified...
The Consensus of Nonsense
We’re not out of the woods yet, but as the recent Gilead data shows, the fighting forces needed to topple...
The Investor’s Mulligan
According to Wikipedia the term “Mulligan” means – “A second chance to perform an action, usually after the first chance...
Our Uniquely ‘Yellow’ Fever
Here’s the latest fund managers’ survey put out by BAML. Pay close attention to each bullet point, especially the sub-elements...