Everything Is Fine Until It Isn’t

Banks had a spot of trouble and the federales responded. Can we get back to pushing stocks up, or is ... Read More


Well, That Escalated Quickly

I don’t want to go into the details of the Silicon Valley Bank’s (SIVB) failure, as there are ... Read More


Minsky Moments

A Minsky moment happens when a long period of stability encourages a diminished expectation of market risk. That, in turn, ... Read More



After a great January, stocks have been taking a bit of a break. Why? I’d say several reasons. The ... Read More


How to Invest in a Recession

Last week, a client asked about our plans for investing in a recession. That reminded me that other clients have ... Read More


Macro Outlook

As some of you know, Strategic Wealth Partners had our Annual Forecast event last Thursday. The presentation went overlong, so ... Read More


Year In Review

I’ve been getting some requests to start doing quarterly letters again. Thus, with some delay, here’s an annual ... Read More


Party People

t’s certainly been an exciting start to the year! High beta stocks have been absolutely flying. Why? I would ... Read More