What Does the European Mess Mean For Us?

A lot has already been written about Europe’s energy chaos. My hope is to just have a simple rehash ... Read More

 

Battle Lines Being Drawn

Now that everyone is recognizing that the Fed is serious, for once, about tightening past the traditional pain point to ... Read More

 

Market Dovishness, Meet Fed Hawkishness

Last Friday, the market doves ran into the Fed hawks. The hawks certainly won the first battle, and while markets ... Read More

 

Who Cares About Wyoming?

Every year, the Fed has their Jackson Hole Symposium in Wyoming. Who cares? The only reason we care, and the ... Read More

 

On Being Wrong

To my mind, the basic goal in long-term investing is to avoid painful drawdowns while also participating in the upside. ... Read More

 

How Bear Market Rallies Work

How Bear Market Rallies Work By Colin Symons | August 8, 2022 A while ago, I said bear markets hurt everyone. Obviously, bulls ... Read More

 

What If the Market’s Wrong?

The market seems awfully confident that the Fed had a dovish pivot at the FOMC meeting. I think the market ... Read More

 

Are We Excited, Yet?

We’ve had yet another rally of late. Is it just ‘another one of those bear market rallies,’ or is ... Read More