Inflation Concerns
Inflation concerns are in in the headlines. The CPI rose some seven percent over the twelve months ending December 31, 2021. We believe that inflation
Read MoreFourth Quarter Review
It is hard to look at 2021 without mentally jumping back to 2020, many of the same themes continued throughout 2021 and carry into 2022.
Read MoreThird Quarter Review-Fall, a Time of Transition
With a shocking aggregation of events: COVID-19, Stimulus, Demand, Inflation, Interest Rates & Taxes Fall is a time of transition as we move into year-end.
Read MoreFirst Quarter Review
Discipline. The market rewards discipline. It hurts, it’s supposed to. In the end it’s worth it. With all the torture of the last 12
Read MoreFearless
My parents watched me become a brash, cigar-chomping derivatives trader. I was raised by parents who taught me to be fearless. My father was remarkably
Read MoreFourth Quarter Review
2020 was a most remarkable year. The number of potential market risk triggers present in the last 12 months seemed much higher than in prior
Read MoreKeep Your Eye on the Horizon
A couple of years ago we purchased a sailboat, starting our sailing adventure. I was new to sailing and fell in love with the idea
Read MoreTalking about TIPS
Is inflation dead? Or about to be born again? It’s a topic in the news and is something to think about. The Coronavirus economy, and
Read MoreThird Quarter Review
As we move into the fourth quarter many are feeling concerned. We have an upcoming election that appears too close to call going into it.
Read MoreSecond Quarter Review
The story of 2020 to date is “new market highs” leading to “record drops” and “record recoveries.” All making for prominent headlines and lots of
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