As a financial engineering firm, our focus is on data and how it relates to history. This makes it easier to avoid hyperbole and getting sucked into the latest overreactions in the media and financial markets. As investment managers it has been critical to our nearly 30 years of success
Depending on how much time you spend on Twitter, Facebook, watching SEC football games, or NASCAR, you may or may not have heard or seen the expression, "Let's Go Brandon!" Here's one example from Twitter:
For some of you this might be confusing. Why would we be cheering
The market doesn't seem to be doing too bad.
Versions of this comment have been used at least a dozen times in the past month in meetings with clients and advisors. The fact stocks have remained near all-time highs despite some major economic headwinds can indeed be viewed
Humans can’t help but be very short-term focused. We all have incredibly busy lives, and it can be difficult to focus on the medium or long-term future when we have to worry about today and tomorrow. The concern is even if we don’t focus on the
Imagine a world where headline inflation is reported at 5% and the stock market rallies. That's exactly what happened last week. I received several questions from advisors and clients asking how that can happen.
The simple answer is "the market already expected this." We are comparing prices and economic
