Global stock markets dropped sharply on Thursday, September 3, with mega-cap technology stocks accelerating their slide from the previous day. Various speakers from the Federal
“Unprecedented” Charts to Put the Economy in Context
The last three months have been so “unprecedented” that Google Trends indicates that searches for the term “unprecedented” are up 1000% versus the historical average.
Just As Risky Assets Start Becoming Attractive, Nobody Wants Them
Our firm’s principal often quips that investments are the only thing that people like to buy when they’re more expensive and don’t like to buy
Bad Things Happen At Bad Times. . .
My investment mentor, a late legend among hedge fund managers, once explained to me the stages of a market decline. Public concern is first, which turns
March Volatility – Market Commentary
STORIES WITHIN STORIES – EXAMINING RECENT MARKET VOLATILITY The newsreel over the last week has been like a movie, with several plotlines running concurrently: coronavirus,
A Plague on Your Investment Portfolio? How We’re Monitoring the Novel Coronavirus and Markets
Over the last two months, global sentiment has transitioned from complacency to concern, and then to fear regarding the impact of the Novel Coronavirus (nCoV)
2019 – The Year When Everything Went Up… What’s Ahead?
Blindfold yourself, grab a dart, and throw it at the Wall Street Journal. Whatever stock, bond, commodity, or fund you hit probably increased in 2020.
July 31st Rate Cut
On July 31st, Expect the Federal Reserve to Cut Interest Rates On July 31st, the Federal Reserve (Fed) is expected to announce a wind down