4 years That’s how long it’s been since we’ve had a normal environment for investing. It’s hard to believe it’s been that long, but considering everything we’ve been through, I wouldn’t argue that it feels longer for you. In December of 2019, our economy had been in...
Nothing confuses people more than trying to understand what’s happening in “the market” these days. To make sense of it, you first have to understand two very simple distinctions. First off, “the stock market” is what the media refers to as one big ball of publicly...
Imagine you are presented with the following opportunity: An Olympic-sized swimming pool is filled with plastic Easter eggs, around 64,000 of them. Most eggs contain nothing, but a small number (2.4%) include $100 dollar bills. If you were allowed to select 100 of...
In our recent reading, we ran across some pearls of wisdom from investment manager Howard Marks of Oaktree Capital. Marks ranks right up there with Warren Buffett as a voice to heed on investment philosophy. (He’s on Forbes list of billionaires.) We thought we’d...
With the passing of the halfway point for the year, we would like to provide you with an update on the financial markets along with other notable topics we’re following. Financial Markets The S&P 500’s all-time price value (not including dividends) peaked on...
If the year 2022 were a fish, we’d throw it back. Between the spike in inflation, the historic rise in interest rates, the deepening geopolitical saga in Ukraine, and the less-than-optimal performance of virtually all assets around the globe, we thought we’d take this...