In a perfect world we could just focus on the economy and how it impacts our investments. We could just enjoy the USA Hockey victory over Canada, something that united Americans for at least a few hours on Sunday. Unfortunately our world is not perfect and politics and the divide
Tag: Musings
It's been a noisy, volatile year so far. It seems every week I have another 5 page essay to write just updating everything that happened during the prior week. Last week, I experienced a refreshingly different kind of noise – I spent the week at a conference and then took
Whenever an investment goes through a significant drop in value, you will always hear people say it is a "buying opportunity". You will also typically hear other people say the drop was a "reasonable correction". Over the past couple of weeks we've seen relatively minor news erase trillions of
As the East Coast spent the week chipping away at layers of ice, markets were digging themselves out from a freeze of their own — a hard freeze of expectations. Big tech earnings, a no‑surprise Fed decision, and a new Fed chair nominee all hit at once, cracking the surface
As much of the country digs out (defrosts) from the snow and ice storm this past weekend, the stock market just endured a similar week—slick conditions, sudden slides, and brief moments of calm that didn’t quite restore traction. Last week's blog title was "Broadening Volatility" and that




