Why Investors Feel So Bullish
The stock market exploded higher in November along with cases of COVID-19, just as it…
SFSDecember 10, 2020
Markets Might Predict Elections, But Elections Don’t Predict Markets
Election years are usually positive for stocks, and despite all that has happened in 2020,…
SFSOctober 5, 2020
Can We Stop the Tide?
I love Warren Buffett’s metaphor about the tide going out. It’s hilarious and true. Jerome…
SFSJuly 29, 2020
Facing Coronavirus Uncertainty, Think Long Term
I often include the phrase, “Past performance does not guarantee future results,” to remind us…
SFSJune 5, 2020
Year of the Coronavirus
Coronavirus was difficult to recognize and impossible to track when first contracted around November 17,…
SFSMarch 16, 2020
Election Years: Positively Volatile
It may turn out to be a typical election year. I expect stocks to be…
SFSFebruary 13, 2020
Climbing a Wall of Worry
Climbing a wall of worry is a common phrase in the investment world. The implication…
SFSFebruary 13, 2020
Investment Truth
Just when you think you have things figured out, the world changes. As investors, we…
SFSDecember 9, 2019
Doomed For Recession?
Why the yield curve is an accurate and less useful indicator Economic growth has been…
SFSSeptember 26, 2019
Spiking the Punch Bowl
Why Federal Reserve Shouldn’t Lower Rates, But Will Anyway I don’t remember a time when…
SFSJuly 29, 2019