Shut Up, Powell
December 6, 2021
There are certain words that when said by certain people at certain times, have the ability to illicit extreme responses.
Avatar Economics
November 22, 2021
I’m writing this on Thursday around 10am and I just received the latest Conference Boards LEI index for October, which
Layman’s Inflation
November 12, 2021
Inflation is when the price of things goes up right? No. Inflation is when the supply of money is greater
On the Road Again
November 8, 2021
We are roughly 75% through earnings season and around 80% of companies are beating estimates, which although was somewhat expected
Bounce Back
October 25, 2021
Great to be back in earnings, because at the end of the day, “it all comes back to earnings”. Rhetoric
Normal-ish
October 11, 2021
To watch/listen to this week’s article please click here. We got our first 5% pullback since October of last year,
Flavor of the Week
September 27, 2021
This week I’ll just give you an overview of the news considering there was a lot of it. Blame it
Adversity Is Fuel
September 22, 2021
To watch/listen to this article please click here. Think about the news, an industry that is motivated and paid
Anything But Seasonal
September 13, 2021
To watch/listen to this week’s article please click here. Lest we forget Lest we forget. A term used in my
Equity Investing Through the Cycles
September 7, 2021
I get a lot of questions on when to be a bull on the stock market and when to be
Playing the Long Game
August 17, 2021
To watch or listen to this week’s article please click here. I’m as guilty as anyone in focusing in short
The 1%…Drops
July 27, 2021
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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