6 Market Lessons, 3 Market Catalysts
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....
A Quick Look at Banks
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,...
High Yield : Juice Worth the Squeeze?
Investors that took advantage of the blowout in credit spreads back in March have seen incredible gains from the bottom. The credit markets experienced a liquidity freeze...
Q3 Earnings Recap: Don’t Bet Against America
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...
Stimulus: The New QE?
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...
What Can We Really Expect From Bonds?
2020 has been a roller coaster for both fixed income and equity investors. As of Oct 28, the Barclays Aggregate has outperformed the S&P 500 by over 300 basis points...
Taking Charlie Munger’s Advice
"Diversification is protection against ignorance. It makes little sense if you know what you are doing." Warren Buffett Mr. Buffett has a way with words, and has clearly...
The Big Miss – Golf’s Connection to Investing
Tiger Woods, one of the greatest golfers of all time, has changed his swing four times in his professional career. One might ask why someone with two separate streaks of...
Election Season is Here
We are not here to push a political platform, so let’s put the 2020 election into perspective for the stock market. Here are some quick facts: Historically, if stocks are...
Chairman Powell Letting Loose in Jackson Hole
As we think about economics from a high level it is arguably one of the most interesting and misunderstood topics we face as investors and humans. It is truly the crossroads...
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