Blog

July 16, 2023 - Across the globe, the colossal sum of approximately $50 trillion is spent by consumers each year. (more…)

June 12, 2023 - Mr. Market, as legendary value investor Ben Graham once called it, can be a fickle guy. One day, he could panic, wanting to sell his businesses far below their intrinsic value, as occurred briefly in the spring of 2020. Then, just a…

May 7, 2023 - There are plenty of odd, but accepted, norms in the investment management industry. Specifically, one revolution around the Sun is noteworthy for measuring everything from a loan interest payment schedule to income tax frequency to bond duration, etc. (more…)

April 8, 2023 - The "Fed put" is the perceived policy action from the U.S. Federal Reserve to intervene in the financial markets during times of economic distress and market volatility to support asset prices and stabilize the financial system. (more…)

March 12, 2023 - "I have not seen it like this since I went $5 bid for half a million shares of Citi group and got hit in 1990!" said Jim Cramer on live TV, quite hilariously, in the fall of 2007 as the Global Financial Crisis entered its first…

February 12, 2023 - Entering 2023, the consensus outlook forecast that the first half would feature weak stock market performance with a recovery in the back half of the year. (more…)

January 14, 2022 - While 2022 was challenging for most investors, it offered valuable learning opportunities. (more…)

December 12, 2022 - One of the more amusing aspects of getting older is becoming a proponent of the dad joke. (more…)

November 14, 2022 - If you were to ask the average person what is a pressing issue in their life, the most common answer would likely be interest rates (or the economic issues that they cause). Specifically, what is top of mind for consumers is the current…

November 3, 2022 - "The bird is freed," Elon Musk tweeted the day he closed the $44 billion Twitter buyout. (more…)