Commentary

Contrarian Trade. Everyone Remains Bearish

From a contrarian investing view, everyone remains bearish despite a market that corrected all of last year.

Commentary

A “Soft Landing” Scenario – Possibility Or Fed Myth?

Optimism is increasing on Wall Street, with investors hoping for a “soft landing” in the economy.

Commentary

The “Pain Trade” Is Higher For Now

Thepain trade” is likely higher over the next few weeks.

Commentary

Monetary Policy. Is The Fed Trying To Wean Markets Off Of It?

Is the Fed trying to wean the markets off monetary policy?

Commentary

The Lag Effect Of The Fiscal Pig & Economic Python

The lag effect of monetary policy changes will surprise the Fed as the fiscal “pig” of stimulus begins to exit the economic “python.”

Commentary

Home Prices Will Likely Fall Further

Home prices have started to correct as interest rates rose sharply in 2022.

Commentary

Forward Returns Will Disappoint Compared To The Past Decade

For many investors who started their investing journey following the financial crisis, forward returns will be disappointing compared to the last decade.

Commentary

The Fed’s “7% Solution” Won’t Work This Time

Just recently, James Bullard, President of the St. Louis Federal Reserve, suggested the central bank might need to employ the “7% solution” to ensure the complete destruction of inflation.

Commentary

Investor Resolutions & January Stats For 2023

With 2022 finally over, and not soon enough, such is an excellent time to review our investor resolutions.”

Commentary

60/40 Portfolio Set to Outperform Over the Next Decade

Much ink has been spilled over the death of the 60/40 portfolio.

Commentary

Southwest Airlines Struggles after Holiday Cancellations

Extremely harsh weather conditions from winter storm Elliot resulted in thousands of flight cancellations last weekend.

Commentary

Why Gardening Can Help You Manage Your Portfolio Better

Managing your portfolio has more to do with gardening than you might imagine.

Commentary

The 2023 Investing Outlook as the Fed Pivots – Part II

The big question heading into 2023 is the dreaded “R” word.

Commentary

Capital Neglect is Killing Capitalism

Capital represents the resources and labor used to produce goods and services.

Commentary

Valuation Math Suggests Difficult Markets In 2023

In 2023, the math of valuations suggests returns will likely be challenging as markets remain difficult to navigate.