- Investment StrategyStock Market
What’s Going On With GameStop?
Feb 4, 2021Read MoreIn this week's Market Commentary, I thought I would take a stab at explaining the dramatic volatility in GameStop last week. The topic can get pretty complicat…
- Investment Strategy
Playing It Down the Middle
Jan 28, 2021Read MoreThere is an epic debate raging in the investment community, and whichever side prevails will have a massive edge over the losing side. This topic is front and …
- Investment Strategy
Investing in Municipal Bonds
Jan 21, 2021Read MoreInvesting in municipal bonds can be a complicated process. Unlike the more plain-vanilla structure of US Treasury bonds, municipal bonds can have a wide range …
- Investment StrategyStock Market
Leadership Change, In More Ways Than One
Nov 25, 2020Read MoreIn last week’s Market Commentary, I talked about the fact that the market value of the S&P 500, at about 21.7x the consensus earnings estimate for 2021, ha…
- EconomicsInvestment Strategy
Hit ‘Em Where They Ain’t
Nov 12, 2020Read MoreGenerally speaking, the developments over the past couple of weeks have been received positively by investors…VERY positively. As I write, the S&P 500 is u…
- Investment Strategy
The New Market Bubble
Oct 31, 2020Read MoreMarket bubbles are always a surprise and always expected. They build in plain view, and ignoring them requires greater and greater effort as they inflate. Onlo…
- Investment Strategy
Bank Earnings Reports . . . Meh
Oct 16, 2020Read MoreThe nation’s largest banks have been reporting earnings this week, and the results are mixed. Goldman Sachs, Morgan Stanley, PNC and JP Morgan all reported big…
- Investment Strategy
About Face!
Sep 25, 2020Read MoreThe S&P 500 peaked at an all-time high of 3,588 on September 2nd. Over the ensuing 22 days the index has dropped about 10% - enough to officially call it a…
- Investment Strategy
Asset Bubble Inflation 101
Aug 27, 2020Read MoreIn my August 13th Market Commentary, I discussed the conditions that would be required to finally see a rotation out of the mega-cap technology stocks. This i…
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