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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...

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...

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...

January 31, 2017

Volatility in 140 Characters (or Less)

Welcome to 2017 and the new era of Presidential communication where fully articulated thoughts are difficult to express in 140 characters or less. 

This quarter’s discussion is not meant to be political in nature but explain the nat...

January 12, 2016

Here We Go Again…

The overall list of bad Wall Street predictions is both long and broadly-based. For example, Wall Street’s top strategists expected the S&P 500 to rally 10 percent in 2015.  Instead, it ended 2015 at essentially the same level it started. It opened the...

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