We have all heard the saying, “A picture is worth a thousand words.” In the markets, it might be worth even more. A single wild chart can say what paragraphs cannot. There are no guarantees here. No “musts,” no “nevers.” The market does not follow our logic. It is not obligated to match our models…
Markets, mood swings and maybe the weather
Yesterday was a busy one with back-to-back meetings with investors and partners. We covered just about everything under the sun. Well, the battle for the Fed, Powell’s next move, Wall Street’s mood swings with my favorite benchmark once again hugging its all-time high, gold’s shine, and of course, the US dollar. Oh yeah, equity investors,…
Back to school
At Jackson Hole, where the world’s central bankers gather each year to sip coffee and quietly move markets, Jerome Powell finally cracked the door open to more interest rate cuts in the months ahead. With unemployment risks now outweighing inflation fears, the Fed’s legal mandate may soon nudge Powell’s hand toward promoting growth. In this…
The investor’s black belt
I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed and this post is one such example. Obtaining my first black belt in Tae Kwon Do more than 30 years ago marked a significant milestone, demonstrating my dedication and perseverance in the martial…
Empowering family offices
I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed. Today, I’m revisiting a post on family offices that are experiencing a surge in popularity based on my meetings with investors. I want to talk about something that does not typically get a…