Blog

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Anything But Seasonal

To watch/listen to this week’s article please click here. Lest we forget Lest we forget. A term used in my

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The Really Big Picture

I’ve spent a lot of time in the weeds, both in my day-to-day role and what I write to you

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Re-Laying the Foundation

I’ve seen that look. Sometimes I’m in the middle of a meeting, talking about the economy, investments, risk, return and

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Playing the Long Game

To watch or listen to this week’s article please click here. I’m as guilty as anyone in focusing in short

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The 1%…Drops

Another drop, another quick rebound last week. This is the 7th time this year that the S&P 500 has retraced

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Diving into Earnings

Thank you, sweet baby Jesus. We are back in earnings season, which is the time of the quarter that things

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Uncle Sam in the Spotlight

To watch/listen to this week’s article please click here. The next agenda item on the Biden Administration will be taxes.

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Inflation Expatiation

To watch/listen to this week’s article please click here. Back in the seat this week after a week up in

SPACulation

To watch/listen to a quick recap of this week’s article please click here. If you’ve been watching business news these

Sound the Alarm #Inflation

To watch/listen to this week’s article please click here. I’ve said for a while now that this bull market will

Wading Through Valuations

Anytime you see a major market moving event (like Covid), it will be followed by earnings estimate changes from analysts

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