Market Insights

Making the economy, markets, and personal finance less complicated

  • Investment Strategy

    Asset Bubble Inflation 101

    Aug 27, 2020

    In 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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  • Investment Strategy

    But Will It Continue?

    Aug 13, 2020

    I 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…

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  • Investment Strategy

    Banks Go On Defense

    Jul 1, 2020

    Steady 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…

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  • Investment Strategy

    The Nifty FAANGs

    Jun 25, 2020

    At 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 …

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  • Investment Strategy

    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 mana…

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