Is it Time To Get Into Fixed Income?
Second Quarter, 2024 Is it Time To Get Into Fixed Income? Lately, several of my colleagues have been asking me that very question on behalf
Getting Older? Getting Wiser!
Getting older? Getting wiser! We all hope that is true in our personal lives. But how do we translate that into our financial lives?
Ready To Take A Break?!
Are you ready to take a break from the investment markets & talk about ideas? I certainly was! Every year around July 4th, I take
A BEST decade. A WORST decade.
A BEST decade. A WORST decade. The CURRENT decade. Now is a great time to look back at the last 30 years to gain some
A Normal Market Correction? Or Is It Something Else?
A Normal Market Correction? Or Is It Something Else? A normal market correction? Or is it something else? Will we resume recovery? Or retreat to
I Was Struggling…
Photo Credit: Johnny Milano for The New York Times. I was struggling with a theme for this quarter’s letter until I saw this picture on
Summertime, And The Livin’ Is Easy…
Summertime, And The Livin’ Is Easy…” “Summertime, and the livin’ is easy…” a song composed in 1933-34 by George Gershwin for the opera “Porgy &
Bad News? Good News? Who Can Say?
Bad News? Good News? Who Can Say? With so much bad news out there, this quarter lets us focus on whether bad news can really
Is it Time To Get Into Fixed Income?
Second Quarter, 2024 Is it Time To Get Into Fixed Income? Lately, several of my colleagues have been asking me that very question on behalf
Getting Older? Getting Wiser!
Getting older? Getting wiser! We all hope that is true in our personal lives. But how do we translate that into our financial lives?
Ready To Take A Break?!
Are you ready to take a break from the investment markets & talk about ideas? I certainly was! Every year around July 4th, I take
A BEST decade. A WORST decade.
A BEST decade. A WORST decade. The CURRENT decade. Now is a great time to look back at the last 30 years to gain some
A Normal Market Correction? Or Is It Something Else?
A Normal Market Correction? Or Is It Something Else? A normal market correction? Or is it something else? Will we resume recovery? Or retreat to
I Was Struggling…
Photo Credit: Johnny Milano for The New York Times. I was struggling with a theme for this quarter’s letter until I saw this picture on
Summertime, And The Livin’ Is Easy…
Summertime, And The Livin’ Is Easy…” “Summertime, and the livin’ is easy…” a song composed in 1933-34 by George Gershwin for the opera “Porgy &
Bad News? Good News? Who Can Say?
Bad News? Good News? Who Can Say? With so much bad news out there, this quarter lets us focus on whether bad news can really
