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FAULTLINES
Last week saw the earth move under the feet of the Tri-State as the largest earthquake in over a century hit the New York region (4.8...
Apr 9, 2024
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WHEN WILL THE POT BOIL?
Eliminate the impossible and what remains, no matter how improbable, is your answer. It’s a line by Sir Arthur Conan Doyle, written for...
Jan 31, 2024
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SQUEEZE ME
The September jobs report elicited the usual mixed emotions from the media last Friday. To wit: Stock Market News, Oct. 6, 2023: Indexes...
Oct 11, 2023
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THIN ICE
In a country fractured by wealth disparity a similar dynamic is forming within the stock market. The six largest US tech companies have...
Jul 19, 2023
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WAG THE DOG
Stocks have stabilized since the passing of macro events two weeks ago. Election week included a CPI print that triggered a single day 5%...
Nov 21, 2022
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Sharing an excellent (edited) post from the folks at RIA Advisors...
Bear Market Wealth Management By Michael Lebowitz and Lance Roberts of RIA Advisors | August 31, 2022 Growing wealth happens over...
Sep 12, 2022
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EVERYTHING IS BROKEN
“Broken bonds, broken coins Broken stocks, broken memes Charts are filled with broken dreams Seem like every time you stop and turn...
Jun 21, 2022
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EMOTIONAL RESCUE
Investors are in panic mode as markets simultaneously sink. The rout in stocks and bonds – and the crash in crypto – may be the coda to...
May 16, 2022
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HAVENS & HELL
Diversification often means having to say you’re sorry. With a truly diversified portfolio, there is usually something you own that’s...
Apr 13, 2022
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ADAPTIVE ADVANTAGE
It’s been a rough year thus far as stocks and bonds bleed together. Many investors find themselves caught offsides. Yet signs of trouble...
Feb 17, 2022
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3Q 2021 REVIEW
Over the summer we had grown increasingly concerned about emerging risks to both stocks and bonds. Such concern led to a proactive...
Oct 14, 2021
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The Only Chart That Matters
Explaining the current stock market in traditional economic terms seems as quaint as dial-up internet. In this era of Modern Monetary...
Apr 20, 2021
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The Power of Narrative
Robert Shiller has long been among our favorite public intellectuals. Perhaps best known for Irrational Exuberance, published just prior...
Apr 15, 2021
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