Recent Posts

  1. December 14, 2020

    Last week, I hosted Morgan Housel, award winning financial writer, for a Zoom meeting to discuss his new book The Psychology of Money.  You can watch the replay here! Hiring a financial storyteller might seem counter-intuitive compared to hiring a market prognosticator or… More >>

  2. December 7, 2020

    While we’ve been preoccupied with an explosion of COVID-19 cases and the soap opera end of the Trump Presidency, China advances. On November 15th, China formed the Regional Comprehensive Economic Partnership, or RCEP, the largest trade bloc in history. [i] It… More >>

  3. November 30, 2020

    Last week I highlighted what I believe will be an exceptional year for U.S. equity investors. It’s worth taking another read. I certainly don’t want to be Pollyannish about what stands between us and that optimistic forecast but, as long-term investors and asset allocators… More >>

  4. November 23, 2020

    While it is too early to close the books on 2020, it is pretty easy to conclude that 2020 was a dark period in our history. There are likely more dark days ahead as COVID-19 spreads uncontrolled and cities and states resort to rolling lock downs in some sectors. On the… More >>

  5. November 16, 2020

    It would be hard to contemplate the S&P 500 hitting an all-time high in the wake of a Presidential election that has a clear winner and loser. Yet, that is exactly what the S&P 500 is doing. [i] The political analysis of President Trump’s moves are hard to… More >>

  6. November 9, 2020

    While President Trump extends the drama of the election to energize his base for his post-political career, the outcome is certain: President-elect Biden will face a divided Congress when it is all said and done. There will be two runoff Senate races in Georgia this… More >>

  7. November 2, 2020

    As we approach what will likely be one of the most consequential elections in a long time―perhaps met with anger, conflict, and strife―there is some good news to reflect on. First, GDP for Q3 posted a record 33.1% annualized growth rate, coming off a tragic drop of 31.4%… More >>

  8. October 26, 2020

    In the current highly charged political environment, it is not safe to even dip your toe into the fray of electoral politics. I certainly don’t want to incite any wrath. However, it is fair to consider a critical question that must be on our minds: Have we changed? Have… More >>

  9. October 19, 2020

    With the recent rise in COVID-19 cases throughout the United States, the ongoing lockdown and recent data suggesting a slowdown in jobs growth, the case is mounting for another round of fiscal support. To put this in perspective, let’s take a look at a couple of higher… More >>

  10. October 12, 2020

    There’s hardly an hour that goes by without hearing someone panicking about the upcoming Presidential election and their investments. It’s not a Democrat or Republican thing; it’s a human nature thing. Our brains are not well adapted to accepting inherent risks and, in… More >>

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