Different Year, Same Stuff

I’ll always remember the stock market in 2000. That’s the first year I was a portfolio manager, and what ... Read More


Big Tech Eats World

Big tech is awfully interesting. They keep on getting bigger and bigger, even when the fundamentals aren’t. At this ... Read More


Mission Accomplished?

With the Regional Banking ETF (KRE) up over 6% on Friday, is everything OK? Of course not. KRE was still down 10% ... Read More


Volatility and Complacency

The stock market seems to have been incredibly complacent, of late, at least as measured by volatility. Generally, volatility moves ... Read More


It’s All Good?

For whatever reason, investors are awfully complacent. Maybe I’m being too negative, but panic has to start from somewhere. ... Read More


Is the Banking Crisis Over?

That seems to be a pretty common question, out there. We had a few banks go under, then it’s ... Read More


The Dual Problem

It seems like many are having a hard reconciling two competing thoughts in their head. On the one hand, some ... Read More


Everything Is Fine Until It Isn’t

There are certainly a diverse set of opinions out there, right now. The timeliest dichotomy is probably the idea of ... Read More