Recent Posts
- Investment Strategy
Investing in Municipal Bonds
Jan 21, 2021Read MoreInvesting in municipal bonds can be a complicated process. Unlike the more plain-vanilla structure of US Treasury bonds, municipal bonds can have a wide range …
- EconomicsInvestment Strategy
Hit ‘Em Where They Ain’t
Nov 12, 2020Read MoreGenerally speaking, the developments over the past couple of weeks have been received positively by investors…VERY positively. As I write, the S&P 500 is u…
- Investment Strategy
The New Market Bubble
Oct 31, 2020Read MoreMarket bubbles are always a surprise and always expected. They build in plain view, and ignoring them requires greater and greater effort as they inflate. Onlo…
- Investment Strategy
Bank Earnings Reports . . . Meh
Oct 16, 2020Read MoreThe nation's largest banks have been reporting earnings this week, and the results are mixed. Goldman Sachs, Morgan Stanley, PNC and JP Morgan all reported bi…
- Investment Strategy
About Face!
Sep 25, 2020Read MoreThe S&P 500 peaked at an all-time high of 3,588 on September 2nd. Over the ensuing 22 days the index has dropped about 10% - enough to officially call it a…
- Investment Strategy
Asset Bubble Inflation 101
Aug 27, 2020Read MoreIn my August 13th Market Commentary, I discussed the conditions that would be required to finally see a rotation out of the mega-cap technology stocks. This is…
- Investment Strategy
But Will It Continue?
Aug 13, 2020Read MoreI know I sound like a broken record, but it appears that, once again, a market rotation could be underway. The S&P 500 Information Technology sector reach…
- Investment Strategy
Vees, Checks, and Convergences
Jul 16, 2020Read MoreFor the markets as a whole, the summer has been pretty good. In the last three weeks, the S&P 500, Dow, and NASDAQ indices have all seen gains of over 7%, …
- Investment Strategy
My Pandemic Portfolio
May 14, 2020Read MoreMy friend and investor RJ Lewis provoked a discussion on social media this week. He brought up a point made recently by Ray Dalio, the high-profile money mana…
