I’m trying something different this week, testing the LinkedIn platform to see if my latest article would get more visibility. But I don’t want the blog post subscribers to be shut out! Instead of rewriting the article for the website, below is a link to post on LinkedIn. Thank you. Please click here to access …
Continue reading “What Will Stop the Rotation Out of Large-Cap Tech?”
This week’s post touches on renewed equity market volatility, sky-high valuations, the retail trading frenzy, record-low mortgage rates, the coming wave of US Treasury supply, disruptions in the gold market, and more. Click here to read the entire post on LinkedIn.
If you had a crystal ball at the start of the year, it might not have helped in investment decisions. If you received advanced notice that the first half of 2020 would include a global pandemic, 40 million unemployed Americans, a drop in corporate earnings of more than 30%, a wave of corporate bankruptcies and …
Continue reading “Macro Musings: Global Markets Defy Gravity”
You can lead a horse to water, but you can’t make it drink. In other words, you can give someone an opportunity but not force them to take it. A similar proverb may apply to consumers as states across the country attempt to restart their economies: you can open up a business, but you can’t make …
Continue reading “Stimulus Meets Stagnation: What’s Next for the Economy and Markets?”
The completion of a book is something to celebrate. Researching, writing, rewriting and editing take hundreds of hours. Most authors, though, are not satisfied with the mere completion of their book. They want people to read it, of course. Getting people to do so is often the hardest part of the process. Click here to …
Continue reading “3 Mistakes I Made After the Launch of My First Book”
If you have picked up a newspaper in the last week, you are probably aware of the turmoil in Europe. Anti-Euro rhetoric in Italy is once again threatening financial stability in the region. The political chaos in Italy is spreading to other European markets, causing financial stress across asset classes. Here are 5 charts highlighting the impact …
Continue reading “5 Scary Charts Highlighting Financial Risk in Italy and Europe”
Unfortunately, many people ruin their chances to get hired at first contact by failing to execute a simple maneuver: the handshake. Click here to read the entire story on LinkedIn
Plus ça change, plus c’est la même chose. The more things change, the more they stay the same. While the saying is true for many narratives about financial markets, it does not apply to investing in passive equity and fixed income indices. Many investors view their passive exposure as “constant and consistent risk.”
It happens every year. The company golf outing. Golfers love it. Everybody else hates it. For some, it’s an opportunity to show off their talents outside of work. For others, it’s a chance to publicly embarrass themselves for an entire afternoon. Click to read the entire article on LinkedIn
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