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Recent Content
Weekly Research Briefing: Mostly Green Except for the Occasional Velociraptor
Your portfolio should be looking very good right now for 2025. Lots of positive returns with only specks of red. With three strong years in a row, your mental arguments are likely more about why you didn't have more invested in this better performing asset than the one that was only up with a single digit return. Don't beat yourself up about it. Enjoy another year of gains.
Weekly Research Briefing: Deck the Cooper
When the car is not big enough for the tree, you have to get creative. And when the US central bank and the group of following economists are missing big pieces of the current economic puzzle, we also have to get artistic.
Weekly Research Briefing: The Lift Remains Open
Nothing like a plate of turkey and mashed potatoes to make investors forget about a 5% stock market pullback and a VIX spike above 25. Going into the holiday week, the bears were lining up a December pause by the Fed while listening to growing drumbeats of AI getting long in the tooth and seeing cryptocurrencies go into freefall.