Insights
The Flight Path of a Lead Balloon
Don't overreact…again. The addictive nature of this headline-a-second, scrolling soundbites, and 280-character "life in a few lines" world can carry...
The Fear Trade is Alive and Kickin
The China virus news has quickly taken on a life of its own and is now positioned to destroy the...
A Little Stock Market Digestion
Don't shoot the messenger, please. The market for long-term investors needed a rest. A reset. Consider the idea that we’re...
The Kids in America
I get nervous when things "feel better." Unfortunately, I’m hearing that a lot these days, though only in terms of...
Financial Crew, Prepare Them for Landing
The preamble to financial news reports should be like pre-flight instructions from cabin crew: “In preparation for our descent, please...
It Ain’t Necessarily So
“The man who is a bear on the future of the United States will always go broke.” – J.P. Morgan...
The Seduction of Pessimism
Ever think about what your ‘default setting’ is when it comes to how you interpret information? Do you naturally lean...
All Good Things Need A Rest…
Let's admit that portfolios and the markets have had a great 12 months, following an ugly Q4-2018. And that bounce-back...
No Accountability for Harm, No Foul
It's only just turned January and the new monster has already been birthed. China, Tariffs and mind-numbingly bad projections for...
Are You Bullish or Bearish?
While this time of year tends to attract a huge influx of projections, we prefer to remain focused on the...
The House of the Rising Sentiment
We’ve spoken often about the explosive stages of disruption, evolution and expansion in the 2020s and 2030s ahead. Alongside them...