Financial News or Financial Entertainment? There is a big difference.

October 5, 2017 2:40 pm

Last week famed investor Jim Rogers received a ton of press around his latest call that “The Worst Financial Crash You Have Ever Seen Is Coming”!!! I’m loathe to give him any more attention, but I do believe in full transparency so here’s the link if you’re so inclined: https://www.thestreet.com/story/14322684/1/stock-market-crash.html News? More like entertainment. Over […]

Equifax: Are Monitoring, Alerts and Freezes Enough?

September 18, 2017 1:11 pm

Like most people, my credit cards have periodically been stolen, and subsequently replaced by my credit card companies. A vendor for my health insurance company was also hacked, entitling me to free Identity Theft Monitoring. I have felt lucky that any assault to my personal credit has been limited. But the Equifax breach is different. […]

Month One, 2017

February 6, 2017 10:39 am

It was so clear, right? Trifecta. We were headed for tax reform, infrastructure spending and deregulation. The economy was about to take off, replete with a rising dollar and budding inflation. At least that was the popular story at the beginning of the year. Not so fast. Nothing is as easy as it seems. Distraction […]

2017 US Equity Market Outlook

January 3, 2017 11:28 am

Investors are forever hopeful (why else would we invest?). And the start of a new year often brings outsized optimism.  2017 feels particularly bullish for the equity markets, however, with both investors and businesses cheering. I feel the same hopefulness, but I am reminded that 2016 was humbling in many ways. 2016 did not go […]

Post Election: Now What?

November 9, 2016 1:17 pm

While the nation is adjusting to this year’s unprecedented election, it is important to take the longer view. Every four years a substantial part of the electorate is devastated by election results while an equally large number of individuals are elated and filled with great hope. In spite of the extreme vitriol expressed by the […]

The Fallout from Brexit

June 27, 2016 10:50 am

The British vote to leave the European Union (Brexit) was a local shock—a political event. In and of itself, it was not an economic event, although it could have major financial repercussions. In an immediate response, markets reacted forcefully responding to concerns that the ultimate economic and political outcomes are indeterminate and ambiguous. As is […]

Equity Markets and Summer Volatility

June 6, 2016 12:16 pm

Last August/September the S&P 500 fell 11%. It recovered its losses by early November. For the first six weeks of 2016, the market dropped 12%, and then climbed back to even by mid-March.  But between October 2007 and March of 2009, the S&P 500 fell over 50% and did not see new highs until March of […]