Full blown panic has set in. And no one knows when it will end. The uncertainty is like a daily replay of the worst moments of the financial crisis. Except [ … ]

We’re going to see an economic contraction due to COVID-19. No one knows how deep it will be, but there are going to be sectors of the economy that experience [ … ]

Here are some things I think I am thinking about: 1) Is it different this time?  I wrote in my book that it’s always different this time. No two economic [ … ]

When I talk to new clients I always tell them “a crisis is the worst time to learn your risk tolerance”. Unfortunately, far too many people do exactly that. They [ … ]

Here are some things I think I am thinking about: 1) Is there another stock market bubble?  Over the course of the last 6 or 7 years I have consistently [ … ]

Gallup released a series of polls in the last few weeks that contradict the narrative that the US economy is performing poorly and that Capitalism isn’t working for everyone. This [ … ]

Did you hear about Tesla? Yeah, it’s up a lot. A lot. A lot. Like, hundreds of percent a lot. Or, 400% from its recent lows. Now, that might not [ … ]

I’ve previously discussed ESG investing and how investing in what you view as subjective morality is actually nothing more than old school stock picking. I get it – we want [ … ]

There was an interesting Twitter spat that, aside from personal nonsense, raised a pretty interesting question – do recessions need to happen? There tend to be two views on the [ … ]