Disclosure: Yes; I understand that these types of articles aren’t the most fun to read (nor write), but we’ll try to make this as easy as possible Last year, about this...

Paying a $39 million salary to LeBron is reasonable.  He’s going to bring the team tremendous value. He’ll stuff the stat sheet and fill the stands.  Is there risk he’s...

What seemed like an outside probability just a few weeks ago looks increasingly likely to become reality. With Democrats likely to take both GA Senate seats, the balance of...

As I start to aggregate data from the past year and continue to gather thoughts on the upcoming months, I wanted to share some initial thoughts as we kick 2020 to the curb....

It's been a challenging year for bank stocks, to say the least, as the COVID-19 pandemic began to take hold early on. The chart below shows a recovery from the March lows,...

It’s not often that earnings season takes a back seat to other global events, but that was the case in Q3 2020 as the US election, increasing COVID-19 cases, a potential...

When Quantitative Easing (“QE”) was introduced to the markets by the Fed back in the Financial Crisis, we believe it quickly became THE influence on stock prices, displacing...