I know one of my partners has been under tremendous pressure over the past couple of weeks. The recent volatility has hit his portfolio and with it came the inevitable questions from frustrated investors: Is the strategy still working? Has the methodology stopped working? Should we be doing something different? I understand what he has…

Investors and traders spend an enormous amount of time trying to figure out what markets will do next. There is no shortage of indicators telling us what investors are thinking, what they are buying and what they are expecting. This came up in a call with some partners this morning and it reminded me why…

I was explaining to an investor recently why I think the real American problem is not necessarily the economy or the stock market. It is debt. The US federal debt has already surpassed USD40 trillion and the fiscal deficit so far this year is around USD1.8 trillion. At some point, you do not need a…

A client recently made fun of me for not playing pickleball. I suppose I have missed the memo. Suddenly, every empty space, from parking lots to old tennis courts is being converted into pickleball arenas. Hey boys and girls, it is the hottest trend in town. Everyone wants to be seen playing the game these…

Will more sanctions on Iran actually work? With the conflict involving Iran continuing, the obvious question is whether further economic sanctions would actually change Tehran’s calculations or simply make an already complicated situation more complicated. Sanctions can certainly hurt. They can restrict access to foreign currency, reduce oil revenues and raise the cost of doing…