- Investment Strategy
Banks Still Waiting for Liftoff
Apr 21, 2021Read MoreThe banks have been reporting first-quarter earnings over the past week, and the results have been lackluster. But I’ll start with the good news. Credit is tre…
- Investment Strategy
Curb Your Enthusiasm? What I Didn’t Say on Halftime Report
Apr 15, 2021Read MoreOur great host Scott Wapner reported that a number of the big banks were issuing cautionary warnings on the stock market. Bank of America authored “Curb Your …
- Investment Strategy
After the Half: What I Didn’t Say on Halftime Report
Mar 16, 2021Read MoreToday on Halftime Report, the panel got into a heated discussion about the possibility of a correction. Scott Wapner asked me and I said I believe the market i…
- 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…
Market Insights
Making the economy, markets, and personal finance less complicated
