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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


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


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


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


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


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


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


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


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


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


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


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


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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