It Never Stops

SVB and Its Impact

Unless the World Ends

Recession Risk

2023 Annual Letter

Keep Winning

Did We Just Hit Bottom?

This Time is Different

Why is the stock market moving so much because of Inflation and Interest rates?

Choose One - Our current economic environment, the Covid Recession, or the Global Financial Crisis.

The Retirement Income Checklist

Jamie Dimon, the CEO of JP Morgan Chase certainly made some waves as he recently cited concern for an recession CNBC.com. Only time will tell if he’s right or wrong, however, I certainly don’t believe in trying to time the market. I’ve learned that from Warren Buffett, Ben Bernanke, and Peter Lynch.

1. This has been the most common question I received in March. It seems every day there’s a new headline regarding the war in Ukraine and the 40-year high inflation. It’s interesting too seeing that I just completed an internal review of the portfolio positioning. As an aside, there are no portfolio changes this quarter. The review process consists of 47 data points against 3 other portfolios managed by household name firms. Just contact me if you’d like to do a deep-dive.

1. This has been the most common question I received in March. It seems every day there’s a new headline regarding the war in Ukraine and the 40-year high inflation. It’s interesting too seeing that I just completed an internal review of the portfolio positioning. As an aside, there are no portfolio changes this quarter. The review process consists of 47 data points against 3 other portfolios managed by household name firms. Just contact me if you’d like to do a deep-dive.

This has been the most common question we’ve heard over the past month. It’s an understandable question, especially seeing that that Russian stock market is poised to be closed, as of this writing, for the fourth straight day (3/3/22 WSJ.com). It’s also interesting to note than many Russian companies are going to be cut from Global indexes, which will most likely pull the company values even lower. While the Russian stock exchange is closed, other international ETFs that follow the Russian economy aren’t closed. Simply by looking at two of these ETFs, they are down about 70-75% since the start of the year (ETFs are RSX, and ERUS, from Yahoo Finance). I don’t know about you, but I certainly feel like the Global sanctions against Russia are working and I doubt the populous in Russia is excited to see these downturns.

Why shouldn’t I just put all my money in the S&P 500?

In this edition, we’re going to focus on 2021 outcomes and 2022 outlooks.

In this edition, we’re going to take a deep-dive on inflation and do a lighter touch on broad equities

In this edition, we’ll cover Stagflation, Build Back Better, and How to Invest during the next 20-50% decline!