Déjà vu one more time…
This is getting to be a habit. Like Bill Murray in Groundhog Day[1], I keep waking up to what seems like the same situation, only different. There I was, happily preparing to tell you that the S&P 500 (and most of the other equity indices) just had the best...
If History Is Any Indicator. Hear what history tells us about presidential elections and the stock market.
Investors often wonder whether the market will rise or fall based on who is elected president. The data show that capturing the long-term returns of the capital markets isn’t as simple as drawing a direct connection from who is in the White House, or in Congress for...
Apple, Gold, the $ and Inflation
Apple’s stock price is up about 50% year-to-date, quite a remarkable achievement for the world’s largest company. In fact, it has more than doubled in one year! Last Thursday, after the market close, several of the big five (see below) announced big earnings...
Domestic Violence and COVID-19
Recently a number of articles have been published that discuss the rise in domestic violence (DV) during the shelter-in-place order. Many people do not realize that domestic violence has many forms. It isn’t just physical abuse, which is very serious and prevalent....
China Update: July 2020
2020 is certainly going to be a year to remember. As Roseanne Roseannadanna famously said: “It’s always something. If it’s not one thing, it’s another!” I needed a good laugh this morning. Things in the world are looking pretty serious right now, even as capital...
Too much togetherness during COVID-19: A Q&A with an experienced marriage and family therapist
We’ve all heard about the rise in divorce that is expected following the forced togetherness imposed on spouses, partners, and significant others by COVID-19. Chandrama Anderson is a well-respected marriage and family therapist, author, and regular contributor to the...
Second Quarter 2020 Market Overview
What a world of difference three months can make. By the end of March, the profound uncertainty of the economic impact of Coronavirus on the US and the rest of the world was largely priced into markets. Investors turned to investments like money market funds and US...
Greater Capitalism
The second quarter was the best quarter for the S&P 500 since 1998, up more than 20%[1] since the end of March. Small caps were up more than that! Even bonds kicked in a few percentage points of return. Of course, after the terrible first quarter, this...
Profitability for Dummies
Once upon a time, there were two professors, a paper, a three-factor model, and ultimately a Nobel Prize. 1992 was a good year. The story was simple and powerful, the effects observable to the naked eye and remarkably persistent, if you could stand painful intervals...
A Look at May 2020
We just completed our second month of the second quarter of 2020, after the virus issue created a rapid bear market across the globe in Q1. Since that event we have been going almost day to day, hoping to see improvement and progress, against the virus itself and in...
Déjà vu one more time…
This is getting to be a habit. Like Bill Murray in Groundhog Day[1], I keep waking up to what seems like the same situation, only different. There I was, happily preparing to tell you that the S&P 500 (and most of the other equity indices) just had the best...
If History Is Any Indicator. Hear what history tells us about presidential elections and the stock market.
Investors often wonder whether the market will rise or fall based on who is elected president. The data show that capturing the long-term returns of the capital markets isn’t as simple as drawing a direct connection from who is in the White House, or in Congress for...
Apple, Gold, the $ and Inflation
Apple’s stock price is up about 50% year-to-date, quite a remarkable achievement for the world’s largest company. In fact, it has more than doubled in one year! Last Thursday, after the market close, several of the big five (see below) announced big earnings...
Domestic Violence and COVID-19
Recently a number of articles have been published that discuss the rise in domestic violence (DV) during the shelter-in-place order. Many people do not realize that domestic violence has many forms. It isn’t just physical abuse, which is very serious and prevalent....
China Update: July 2020
2020 is certainly going to be a year to remember. As Roseanne Roseannadanna famously said: “It’s always something. If it’s not one thing, it’s another!” I needed a good laugh this morning. Things in the world are looking pretty serious right now, even as capital...
Too much togetherness during COVID-19: A Q&A with an experienced marriage and family therapist
We’ve all heard about the rise in divorce that is expected following the forced togetherness imposed on spouses, partners, and significant others by COVID-19. Chandrama Anderson is a well-respected marriage and family therapist, author, and regular contributor to the...
Second Quarter 2020 Market Overview
What a world of difference three months can make. By the end of March, the profound uncertainty of the economic impact of Coronavirus on the US and the rest of the world was largely priced into markets. Investors turned to investments like money market funds and US...
Greater Capitalism
The second quarter was the best quarter for the S&P 500 since 1998, up more than 20%[1] since the end of March. Small caps were up more than that! Even bonds kicked in a few percentage points of return. Of course, after the terrible first quarter, this...
Profitability for Dummies
Once upon a time, there were two professors, a paper, a three-factor model, and ultimately a Nobel Prize. 1992 was a good year. The story was simple and powerful, the effects observable to the naked eye and remarkably persistent, if you could stand painful intervals...
A Look at May 2020
We just completed our second month of the second quarter of 2020, after the virus issue created a rapid bear market across the globe in Q1. Since that event we have been going almost day to day, hoping to see improvement and progress, against the virus itself and in...
