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Part of good investment management involves focusing on what’s important. There’s plenty to do, and you don’t ... Read More
Equity Risk Premium (ERP) is the excess return that investing in the market provides over the risk-free rate. That excess ... Read More
Markets went from riding high to feeling low, last week. What happened? You can look at a variety of things, ... Read More
There’s a lot of prognosticating going on, as there’s been a lot of volatility. There’s also quite ... Read More
For those who think I may have lost my mind, first, you may be right. Second, the phrase in the ... Read More
Here’s the thing: the future is unknowable. That’s problematic, as this job is based on predicting what’s ... Read More
We’ve had another nice bounce, and once again, some are wondering if we’ve seen the bottom of the ... Read More
The market, appropriately, focuses on Core CPI, because that’s what the Fed says they look at. Core CPI saw ... Read More
