It Was the Best of Times and the Worst of Times

October 21, 2020 This year will surely go down in the history books as one of the most puzzling in terms of reconciling much of the economic data with various trends that are difficult to justify given the challenging overall environment that so many people are facing. This has created two very different realities for … Continued

The New “E”-conomy

“The problem with QE is it works in practice but it doesn’t work in theory.”  – Ben Bernanke’s quip in his final public appearance as Chairman of the Federal Reserve One of the more dangerous phrases used in the investment world is ceteris paribus.   All else is seldom equal and the market’s core narrative … Continued

Market Volatility: A Friend or Fright?

“Look at market fluctuations as your friend rather than your enemy; profit from folly rather than participate in it.”  – Warren Buffett With Halloween fast approaching, it appears the stock market has decided to let one of its seemingly long lost goblins out of the closet – volatility.  While most of us would prefer to … Continued