This week our nation mourned the loss of George H.W. Bush. While he certainly had his faults as all humans do, the countless stories about his amazing life made it clear — he was respected from both sides of the political spectrum. Part of this was because he respected
For the past 12 years I’ve heard market cheerleaders compare the dividend yield on the S&P 500 to Treasury Bond yields. The argument was simple…….why would you invest in such low yielding instruments when you could get this “nice” yield by
Thanksgiving is by far my favorite holiday. My mom instilled in us that no Christmas decorations, music, or movies were to appear until the day after Thanksgiving. It saddens me that Christmas season now seems to start the day after Halloween. Our family still follows my mom’s rule,
In college, my peers voted me “most likely to appear on CNBC”. Even back then I enjoyed talking about the markets and attempting to educate anyone who would listen about how the markets work (or don’t work). Some of my fondest memories occurred after class or
This week I was on an Investment Panel with three other portfolio managers and strategists. Two of the panel members were from large, well known firms. Several of the questions centered around ways to handle a recession or bear market. The ‘solutions’ proposed were to have “diversified
