Insights
Anti-Viral Advice
There is a virus going around and it seems to me like it has two different effects on people. In...
Embrace the Market Volatility
I can’t start without saying that the race for the Presidency has certainly started with a thud. The Iowa outcome...
The Reversion to American Manufacturing
If you think about it for a second, were it not for constant change we would probably all be in...
The Investor Intelligence Survey?
While most can probably recite the general headline themes of late about risk, the China Virus and the next apocalypse,...
The Fast and the Furious Sentiment
It’s easy for investors and consumers to get caught up in the dragnet of media hypocrisy, vitriol and fearmongering. The...
The Flight Path of a Lead Balloon
Don't overreact…again. The addictive nature of this headline-a-second, scrolling soundbites, and 280-character "life in a few lines" world can carry...
The Fear Trade is Alive and Kickin
The China virus news has quickly taken on a life of its own and is now positioned to destroy the...
A Little Stock Market Digestion
Don't shoot the messenger, please. The market for long-term investors needed a rest. A reset. Consider the idea that we’re...
The Kids in America
I get nervous when things "feel better." Unfortunately, I’m hearing that a lot these days, though only in terms of...
Financial Crew, Prepare Them for Landing
The preamble to financial news reports should be like pre-flight instructions from cabin crew: “In preparation for our descent, please...
It Ain’t Necessarily So
“The man who is a bear on the future of the United States will always go broke.” – J.P. Morgan...