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  When I wrote the “Here’s What I Know” blog, I was trying to prepare investors for some of the realities associated with taking equity risks.  Little did I know that just a few weeks later, investors would experience one of those core tenants of equity risks.  That… More >>

  With a temporary reprieve from the longest shutdown in our government’s history, from an investor’s perspective, it makes sense to examine the costs of the shutdown and what those costs mean for investors going forward. [ix]     According to Thomson Reuters, the… More >>

    In today’s investment landscape, the specific focus on China has leapt to the top of the list.  The nonstop trade-war rhetoric between the United States and China is driving this focus. Those talks are ongoing but are expected to conclude before the end of March.… More >>

  Two weeks ago, equity markets were in free fall, with the S&P 500 index posting its worst December since the Great Depression in 1931.  [i]     Today, just two weeks into the new year, equity markets are on the rebound.  The S&P 500 has rallied 10.43… More >>

  It’s time for the annual tradition by Wall Street firms to make their incredibly inaccurate forecasts for 2019.  Astonishingly, the average expected return for 2019 is over 20 percent. [i]     I’m not sure how they do this, or why they get away with such amazing… More >>

  After another wild week on Wall Street, you might expect consumers’ nerves to be frayed.  [i]     On the contrary, consumers did nothing but shop.  According to Mastercard, this holiday season represented the strongest growth in consumer spending in the last six… More >>

Last week’s interest rate announcement should have been a clear and decisive save by the Fed.  As expected, the Federal Open Market Committee (FOMC) raised their benchmark interest rate ¼ point to 2.5 percent, but of more significance, they signaled a much more dovish… More >>

  At the recent 2018 G20 Buenos Aires summit, where the leaders of the largest economies in the world gathered at the beginning of the month, there was a moment that was misunderstood. The “high five” between Crown Prince Mohammed Bin Salman of Saudi Arabia and Vladimir… More >>

  If the market playbook had followed its recent script, we should have had an extremely positive week last week.  Over the past several months, heated China trade-war rhetoric and hawkish Federal Reserve interest-rate remarks have taken center stage, and markets have… More >>

    Many of you woke up this morning to news headlines on trade and a roaring stock market after this weekend’s G-20 conference concluded.  [i].  News feeds were littered with headlines surrounding a trade war truce between the U.S. and China, which followed the highly… More >>