Market Review Q222: Breaking Up is Hard to Do
As investment conditions become more difficult, many investors remain paralyzed, still enthralled by the charms of the Fed's QE program. That relationship no long works for investors so it is time to break up and do something different.
With stocks down around 20% year-to-date, it is important for investors to know what kind of bear they are dealing with.
Market review Q122
The market was tough in the first quarter. Find out what it means for long-term investors.
Arete Market Review Q421: The Low-Rate Conundrum
Rates have seemed lower than they should be for a long time. With inflation surging higher now, it is critical investors solve this puzzle so they can construct portfolios accordingly
Areté market review Q3 21
After solid performance in both July and August, the S&P 500 was considerably weaker in September. It was more than just passing weakness, however. The stock market looked much less the cocksure prize fighter than the contender who took a shot to the jaw that wobbled his knees.
Market review Q221
After a devastating selloff last year and a remarkable rebound since, it's as important as ever to have a good mental model of what is driving the market.
Areté quarterly review Q121: Incorporating inflation
After a long period of disinflation and trending markets, emerging signs of inflation threaten to upend a lot of investment playbooks.
Market Review Q420: The Trouble With Bubbles
The trouble with bubbles is they prey on human weakness. They are also high impact investment events.
Market Review Q320: Should I Stay or Should I Go?
Passive investing continues to gain share at the expense of active. In doing so, however, it is also substantially increasing systemic risk.
Market Review Q220: Calibrating the Craziness
After an extremely eventful first half of the year, the key to managing through is understanding what has happened and why.
Market Review Q1 20: Changing of the Guard
The turbulence in the first quarter was more than just a nasty selloff. It represented a fundamental change in the market landscape that will favor perspective and preparation like never before.
Market Review Q419: Some Lessons from Traffic
With markets continuing their upward trajectory, it is easy to assume central banks are in control and things are going well. Some insights from how people interact with their environment in traffic reveal a very different perspective, however.
Market Review Q319: The Bursting Bubble of BS
Several rumblings in the quarter raised concerns about an imminent market crash. Another distinctive possibility is that the bubble of "airy promises" and overly optimistic growth expectations is bursting.
Market Review Q219: Dollars and Nonsense, Part 1
The story of the first half of 2019 was the Fed reversing its position on raising rates. The gig of short-term fixes is almost up though and now is the time for investors to consider the longer-term implications for monetary policy.