Bull Market

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 manager at [...]

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, coupled with [...]

What to Expect

January 23, 2018

Since the passage of tax reform, we have seen stocks rise on expectations of stronger earnings fueled, in part, by a reduction in the corporate tax rate to 21% from 35%. [...]

A Quiet Summer?

August 16, 2017

There is an old adage “sell in May and go away”, which suggests that investors should sell their stocks in May and buy them back in November in order to avoid the [...]