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We’ve started to see more margin warnings, particularly from retailers. That shouldn’t be all that surprising, but it’... Read More
We’ve been slowly buying over the last week or two, while the market has been declining. Why? The very ... Read More
A provocative title? As of Monday night, I show the Nasdaq 100 as down 25% YTD, the Russell 2000 down 21% and the S&... Read More
April was the worst month for the Nasdaq since 2008. The S&P 500 had the worst monthly performance since the ... Read More
Everyone and their dog knows that the Fed is going to hike rates and start shrinking the balance sheet on ... Read More
I got a request from a client to talk about ESG investing. The title probably tells you all you really ... Read More
I’ve spent roughly a month trying to figure out how to talk about the mess that’s been going ... Read More
First, let’s quickly go over the quarter. Stocks broadly peaked the first day of the year, and it seemed ... Read More
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