Market Commentary

My Pandemic Portfolio

May 14, 2020

My friend and investor RJ Lewis provoked a discussion on social media this week.  He brought up a point made recently by Ray Dalio, the high-profile money manager at [...]

Are You a Bull or a Bear?

May 7, 2020

There are two prevalent views on Wall Street and Main Street: Bulls, who view the huge amount of liquidity from government stimulus checks, loans and spending, coupled with [...]

Volatility Reigns!

April 20, 2020

Stocks met a significant milestone this week as the S&P 500 retraced over half of the losses sustained in the coronavirus sell-off.  As I write, the S&P 500 is set [...]

Check Your Exuberance

March 31, 2020

We finally saw a big reversal in risk assets on Tuesday as the S&P 500 soared about 10% after suffering a 34% decline from its peak over the previous three weeks. The [...]

The Bright Side

March 19, 2020

As we continue to endure the uncertainty and market volatility associated with the coronavirus, we thought it would be helpful to point out some of the factors working in [...]