Pandemic

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 [...]

The Bright Side

March 19, 2020

As we continue to endure the uncertainty and market volatility associated with the coronavirus, we thought it would be helpful to point out some of the factors working in [...]

Framing the Downside

March 12, 2020

Stocks are now officially in bear market territory, which means prices are down over 20% from the all-time highs just three weeks ago. In fact, at the time of this writing [...]