“Just wait until the Fed cuts, the housing market is going to get white hot.” – random real estate agent Do you know someone that…
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Fed Cuts and Mortgage Rates Higher?
Reckless Government Spending: How it Could Impact Your Investments
“We are going to be broke really quickly unless we get serious about dealing with our spending issues.” - Paul Tudor Jones, hedge fund manager We’ve been asked all sorts of questions relating to how to position investment portfolios in...
read moreUnprecedented Uncertainty
“It’s good to learn from your mistakes. It’s better to learn from other people’s mistakes.” – Charlie Munger, Co-founder of Berkshire Hathaway Unprecedented volatility Unprecedented…
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The Resilience of the U.S. Economy
Let’s go back to summer of 2022. It wasn’t a matter of if a recession was coming, rather a matter of when. From our July…
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The Recession that Never Came
“It’s the economy, stupid.” – James Carville, political analyst Go back to any point in 2022. You’re likely to find thousands of headlines that look…
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Just How Bad is Inflation?
The inflation report on 6/10/22 caused shockwaves across financial markets. The Consumer Price Index (CPI) print surprised on the upside, which wasn’t a good thing….
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How Does a Fed Taper Affect Market Volatility?
“Our discussions of the economy may sometimes ring in the ears of the public with more certainty than is appropriate.” Jerome Powell, Federal Reserve Chairman…
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What’s in a Bear Market?
“I’m an optimist, both as a person and an investor. It’s a big mistake to be pessimistic as long as we have a viable civilization…
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The Brilliance of “I Don’t Know”
“We cherish not only answering every question, but also being quick-witted. The answer has to be produced in the shortest amount of time with the…
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I Keep Coming Back to One Question
“We have to practice defensive investing, since many of the outcomes are likely to go against us. It’s more important to ensure survival under negative…
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