Observations on markets, portfolios and recommended actions.
Here you’ll find articles and case studies demonstrating why we’re different from other money managers. We communicate regularly about what we see in the markets, what we see in our clients’ specific portfolios, and actions we’re taking to take advantage of upside opportunities or protect against downside risk.
This is a brief discussion of how irrational the markets are right now and some ideas of what might be the causes.
In this article we define and discuss the dreaded inverted yield curve and examine if fear is warranted.
This article announces the launch of our brand new YouTube channel Invest Smarter
In this article we discuss the undercurrents we see in the markets and how they are likely to drive the market going forward.
In this short post we review the market dynamics we have seen over the past several weeks, and the potential outcomes moving forward into next week.
In this article we examine the worst mistake any investor can make along with the smaller mistakes that ultimately caused the big one.
Financial publications get their 2022 market and investment predictions ready for another shot-in-the-dark.