Insights

Second Quarter Review
Articles

First 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
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Articles

Fearless

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
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Book Review
Book Review

Book Review

As Warren Buffet said, “read … every day.  That’s how knowledge works. It builds up, like compound interest.” So, in honor of this dictum, here
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Second Quarter Review
Articles

Fourth 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
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TIPS
Articles

Talking 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
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Second Quarter Review
Articles

Third 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.
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Second Quarter Review
Articles

Second 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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