I was talking with a prospect who happened to mention the movie The Big Short, and it reminded me just how well it captures the madness of financial markets. If you have not watched it, you are missing out on one of the best finance movies ever made. Based on Michael Lewis’s book of the…
On the road, again!
I will be on the road and my blog might be taking a little break due to iffy internet connections. Do not worry, I’m not abandoning ship. What if the markets crash while I’m gone? My team are here holding the fort plus my trusty TM-IM system will be on duty, managing those positions like…
Back to school
In today’s market environment, elevated valuations, increasing stock-bond correlations, and concentrated equity markets are challenging the effectiveness of traditional investment approaches. In this webinar, I will explore strategies for investors looking to achieve greater diversification, resilience, and long-term growth in an expanding and evolving investment landscape. If you are one of our investors reading this…
Why I’m not worried about the market
I’m not losing sleep over whether prices are up or down. After 30 years in the markets, I’m basically numb to it. Come on, markets go up, markets go down, sometimes for good reasons, sometimes for no reason at all, and sometimes just to mess with us. After two straight years of double-digit gains, a…
Large cap growth is cheaper than you think
While reviewing my emails, I came across another interesting short post by Denise Chisholm from Fidelity Investments. Denise is undoubtedly one of the sharpest minds in the field. Here is a section: The recent buzz around a certain AI company is another reminder of how technological advancements shape markets. While I’m not tech expert (I…