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April 23, 2020

Time Marches On

"There are decades where nothing happens; and there are weeks where decades happen."

― Vladimir Ilyich Lenin

Whether it be stock market losses, staggering pandemic unpreparedness, unparalleled increases in unemployment, and the near instant shuttering of b...

January 17, 2020

The Power of (Hindsight) 20/20 Vision  

Before we dive into 2020, let’s take ourselves back in time, to the start of the last decade. Imagine: It is early January 2010 and you are reading about the financial markets. Investors have been on a roller coaster over the...

October 23, 2019

Cornucopia  

Welcome to the fourth quarter of 2019! As I was thinking about writing this Q3 Quarterly Market Review, I was thinking of the abundance of news and moving parts in the economic and political world. In reality, there is never a time when nothing is happ...

July 29, 2019

Why It Matters  

There is a Wall Street saying that says “sell in May and go away,” but that would have been a mistake this year. Everything was up in Q2 – U.S. and global stock, bond and real estate markets all posted positive returns for the quarter.
 

While that’...

April 11, 2019

You Know Nothing, Jon Snow 

I am definitely late to the party, but I'm all caught up and ready for the final season Game of Thrones. The writing for the show is just so good. While I know more than Jon Snow, I often tell people that in our line of work, there is a lot w...

January 30, 2019

Predictably Bad Decisions 

People make bad decisions, but they make them in predictable and systematic ways!

Have you ever (…and I already know you have!) been confronted at the checkout counter when you were about to purchase something, only to learn that if you spent a...

October 31, 2018

Goodbye, October (The Month of Halloween and Scary Markets)

October is a great month in the Pacific Northwest with changing seasons, colorful trees, and of course, Halloween. It is also known for “October effect” – the theory that the stock market is more volatile and o...

April 18, 2018

Bozu Mekuri

Happy Spring everyone! 

I just returned from an amazing trip to Japan with the family. We had 11 perfect days of weather and cherry blossoms while visiting with my host family from 30 years ago. It was good to reflect back and see what changed, and what staye...

March 13, 2018

2017 Q4 Review

Happy 2018 to everyone!

Before diving into the quarterly market review, I want to send good tidings and blessings to all. 2017 was a tumultuous year and was emblematic of the Wall Street saying “stocks climb a wall of worry.” There are always worries in t...

October 13, 2017

The Meaning, If Any, Of All-Time Highs

"Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves." – Peter Lynch

One of my earliest conversations about investment markets occurr...

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