- 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…
- Investment Strategy
But Will It Continue?
Aug 13, 2020Read MoreI know I sound like a broken record, but it appears that, once again, a market rotation could be underway. The S&P 500 Information Technology sector reach…
- Investment Strategy
Banks Go On Defense
Jul 1, 2020Read MoreSteady growth in consumer spending is the key to a robust US economy, and right now the outlook doesn't look all that promising. We discussed in our June 18 M…
- Investment Strategy
The Nifty FAANGs
Jun 25, 2020Read MoreAt the risk of sounding repetitive, I feel compelled to revisit a trend that has been remarkably consistent and powerful over the past several years. A small …
- Investment Strategy
My Pandemic Portfolio
May 14, 2020Read MoreMy 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 mana…
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