Investing
2021 Stock Market Performance Is Broadening Out
2021 stock market performance is broadening out. Does this reflect a change to a new investment regime, or will it prove short lived? Read our thoughts and hear why we’re particularly concerned for investors nearing retirement.
What Does Fed Tapering Mean for Investors?
There’s a lot of talk about the Federal Reserve tapering its support for the economy. This marks an important shift in the investment environment since COVID started. But what is tapering, and what does Fed tapering mean for investors?
Is Inflation Transitory or Not?
The important question in the investment world is: Is inflation transitory or not? Whether inflation ends up running hot or cold can make a big difference in how markets perform. Read about our thoughts regarding this all-important question.
Investors Are Piling Into Stocks at a Record Pace
Investors are piling into stocks at a record pace in the first half of 2021. See how remarkable the first half of the year has been, and hear our thoughts about the dangers of chasing the crowd.
Mid Year Review of the Investment Landscape
We’re at the half-way point of 2021, so now’s a good time for a mid-year review of the investment landscape. What’s working, and what’s not working in 2021?
Federal Reserve is Boxing Itself Into a Corner
With inflation on the rise, we believe the Federal Reserve is boxing itself into a corner about future monetary policy. See why we believe it will be hard for the Fed to raise rates, even if inflation takes off.
