Market Insights

Making the economy, markets, and personal finance less complicated

  • 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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  • Stock Market

    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,…

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  • Stock Market

    Beware of the Complacency!

    Apr 30, 2020

    Stock prices are "melting up" again.  The S&P 500 is up a staggering 34% since the low about 5 weeks ago.  The strong bounce is based on hopes for a speedy…

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  • Stock Market

    New Economy, New Market, New Playbook

    Apr 23, 2020

    Less than two months into social distancing, working from home and an induced economic coma, pundits and prognosticators, both the political and the reasonable…

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  • Stock Market

    Volatility Reigns!

    Apr 17, 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&…

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  • Stock Market

    Market Thoughts in the Time of Pandemic

    Apr 1, 2020

    Before I share my thoughts on markets, investing and the economy, please know that all of you, our clients and thousands of weekly subscribers, are very much i…

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