Human's do not like change. Our brains like to know what to expect. Normally in a bull market a change in leadership in Washington will be met with angst. This of course is not a normal environment.
The stock market has staged a huge rally since Joe Biden became the
I started writing Cornerstone Impact Updates in May. Most of the articles have been focused on what our BRI Partners (like Eventide) are doing. This year we're making a change to these blogs. Each month, the beginning of the blog will be a topical study, while the end will give
We all know simply changing the calendar doesn't change the environment, but after enduring all the terrible things we faced in 2020, most of us were hoping 2021 would be nothing but good news. That hope was shattered on the 6th day of the year last week. I think we've
Modeling the economy is especially difficult. It's over $20 Trillion and has hundreds of moving parts. I created our economic model back in 1995, a time when I had to go to the library to get the data out of a book once a quarter. By 1998 I could access
For most of us, 2020 felt like the longest year of our lifetimes. It’s easy to forget everything that transpired in 2020. What is interesting about investing is how our assessment of our portfolios is based on what has happened most recently. A year ago,
