The return of the Fed Tapir at long last – October 2021 After the pandemic clobbered the market and the economy locked down last year, the Fed...
He’s here!
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Should cryptocurrency be in your portfolio?
Jim Kramer says Cryptocurrency should be 5% of your portfolio! I have to admit I enjoy watching him sometimes, a guilty pleasure, although a little...
The Summer of Our Awakening
I just had the great pleasure of spending a week with our team in the Bay Area for the first time in well over a year. I can’t say I enjoyed the...
Here we go again
Reaching for a little extra yield in your “safe” asset class. Somehow that has always appealed to some investors who are not satisfied with the...
How to Protect Yourself and Your Assets from Swindlers
Published on May 31, 2021 by TheStreet How do you choose an expert to advise you in building and managing your nest egg, while avoiding the...
Inflation
There is good news and bad news. Good news is about progress against COVID. As of today, over 60% of US adults have had at least their first dose...
Rotation and Reopening
The rotation continues The first quarter of 2021 saw more of the so-called “rotation” into small and value stocks that started last November with...
What about Bonds?
Remember our old friend, the Tapir? A few years ago, in a desperate attempt to make Fed policy even mildly interesting, we introduced our little...
The Rotation Trade
The so-called “rotation trade” continued into early February, after a strong Q4. This term refers to the market “rotating” from large growth/big...
A Year to Remember
Year-End 2020 After a year like this, I don’t know what to say. Belaboring the obvious seems pointless, and yet it seems incumbent on me to try to...