Global markets continue to see extensive selling today after last week’s very volatile action. Japan slid a very substantial 12.4% overnight, and...
Recent Events and Market Volatility
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August 3 Update: Recent Events and Market Volatility
This has been a very volatile week across global capital markets, with central bank policy, economic data releases and earnings from major...
Big Changes in the Equity Markets
The Dow Jones Industrial Average (which has a lot of value stocks) closed up over 700 points today, hitting a new record high, almost 41,000. The...
Second Quarter 2024 Market Overview
Markets were mixed in the second quarter, as concerns remain that persistent inflation will lead to interest rates being “higher for longer.” US...
2024 Q2 Quarter-End Market Update: Memory Lane
On October 1, 1999, almost 25 years ago, an intrepid little band of financial advisors and staff made their way from Palo Alto to Redwood Shores to...
2024 Q2 Mid-Quarter Market Update – Through Thick and Thin
Buffett and Munger – A Partnership for the Ages On May 4 Berkshire Hathaway, the conglomerate run by Warren Buffett, held its annual meeting. ...
First Quarter 2024 Market Overview
The market rally from the fourth quarter of last year continued in the first quarter. The big picture for markets remains more or less the same; the...
2024 Q1 Quarter-End Market Update: RIP Danny Kahneman
Danny Kahneman, who passed away last week, was one of my intellectual heroes. Along with his close collaborator, Amos Tversky, who passed in 1996,...
Three Questions That Can Help You Avoid Investment Scams
In 2020, investors lost an estimated $47 billion to various investment scams, representing a sharp spike over the previous year. And it’s only...
Nvidia Frenzy and the Fear of Missing Out
You may remember the two powerful emotions we guard against in a long-term investment program—fear and greed. These two villains aim to cause you to...