Stock Market Optimism, Inflation Fears The first quarter of 2021 brought a renewed sense of optimism regarding progress against COVID-19, reinforced by the incredible market rebound since this time last year. It is pretty phenomenal that on a year-over-year basis, the US stock market gained 60% since this time last year. Global stocks were up for the quarter, while bonds (US and international) posted negative returns. Interestingly, parts of the markets that had been hot (fo

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 businesses that took many years to build, March 2020 will go down for all of us as a period of weeks where decades happened. Markets – simply a reflection and collection of businesses, managerial decisions

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...

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...

Selling $4.5 Trillion Worth of Something? While the Federal Reserve Bank has been inching up interest rates, with two more raises...

U.S. Treasury Bonds: An Alternative Asset? Investors seem to be in a constant state of searching for investment alternatives. We are all...