“If it’s obvious, it’s obviously wrong.” – Stanley Druckenmiller, former founder of Duquesne Capital Most investors know about the sterling performance of big technology stocks…
Read More
The Loneliest Trade
Closest Thing to a Fat Pitch in Investing
“Interest rates go up and down, stock markets boom and bust, but human psychology never changes. I believe that studying how people think about and react to markets—and particularly studying the most common mistakes investors make—can give us an edge...
read moreJuicy Money Market Yields Won’t Last
“The Fed’s ability to raise and lower short-term interest rates is its primary control over the economy.” – Alex Berenson, writer & author We don’t…
Read More
When a Bear Becomes a Bull
“When investors get negative on the market and put 50% in cash, many times it’s just about when the market is about to rally.” –…
Read More
Can AI Pick Investments?
“Some people call this artificial intelligence, but the reality is this technology will enhance us. So instead of artificial intelligence, I think we’ll augment our…
Read More
Mega Cap Fueled Rally
“The market is being driven by the performance of only 7 stocks!” – Everyone Yes, it’s true. The S&P 500’s 2023 performance is being propelled…
Read More
How Much Cash is Too Much?
“You make most of your money in a bear market, you just don’t realize it at the time.” – Shelby Cullom Davis, famous investor Generating…
Read More
Falling Inflation and Stock Returns
“The complaints about how sticky inflation has been nearly matches the claims that it was transitory back in 2021.” – Bespoke Investment Group On November…
Read More
The U.S. Debt Ceiling
“I think it’s ridiculous – it’s always resolved, not that it’s a 100% chance, but I think it gets resolved.” – Bill Gross, Pimco co-founder…
Read More
Market Expectations are Everything
“The past wasn’t as good as you remember. The present isn’t as bad as you think. The future will be better than you anticipate.” Morgan…
Read More