When we started Monday Morning Musings during COVID, the idea was simple: a quick rundown of everything on my mind during a busy time, usually a sentence or two and a chart. I was away from the office at a conference last week, so I am also playing catch-up
I often say, "the market moves in cycles". That is certainly true of the news that drives the markets. When I wrote the newsletter at the end of September, I wrote a rough outline of the themes I wanted to cover each week of October in the blog. That draft
Last week I was at an advisor conference. While I was there to speak that afternoon on AI, I arrived early enough to sit at SEM's table during the "speed dating" session. (It's officially called roundtables, but you have 8 minutes to give your message and then repeat
For the first time in 8 years I spent a week not opening my laptop. We took a cruise to Bermuda and despite my best efforts, the crawl at the bottom of the cruise news channel caught my attention. Interestingly enough, it wasn't the stock market, but the bond
I like to think of myself as an emotionally grounded individual. Any time I can, I try to make the least emotional decision possible. Consider the facts, alternatives, potential wins and losses, that sort of thing. That all goes out the window when it comes to sports. The only thing
