According to a Bloomberg article, bonds with maturities of 10 years or more have lost around 46% of their value from the peak in March 2020. 30-year bonds have fared even worse, losing 53%. Some people are confused and I do not blame them. Was not fixed income as an asset class supposed to be…

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…

I stumbled upon an old article by Michael Lewis, the author of the best-selling book “Flash Boys: A Wall Street Revolt” and thought some of you might find it intriguing. Bankers are apparently turning to transcendental meditation to alleviate the otherwise intolerable stress of their work. Poor lambs. I have picked some of the interesting comments in…

JP Morgan’s CEO Jamie Dimon warns of the most dangerous time in decades recently. There is certainly a lot on the plate for investors these days. Another fund report caught my attention while I was plotting some charts for a webinar on the markets later today. This fund has a long-term bullish position on Uranium…

It is early morning on Sunday and I’m thinking about the economy and the markets. I know I shouldn’t be. Well, an addiction this poor soul can’t seem to shake. Scary October is almost over. No more pumpkins, masks, spiders and witches. I’m kidding. It has nothing to do with Halloween. Some investors may also be…