News & Events

What do WWII Planes and...

What do missing bullet holes in World War II aircraft and investing in today’s market have in common? Let’s begin by explaining the importance of...

2019 Predictions

One of my favorite quotes is from Yogi Berra: “Predictions are difficult, especially about the future.” Most years I believe that applies. I...

The Impact of Fracking

The stock market selloff Thanksgiving week 2018 was the worst Thanksgiving week since the 1930s, during Franklin D. Roosevelt’s administration. Why...

The Truth About China: How...

There is growing concern that the US will find its way into a trade war with China. The US government announced tariffs on steel, aluminum, and...

The Secrets of the Bond...

The Economist recently compared watching the market in 2018 to watching a horror movie. There is the character that walks out into the dark, the floor...

Lessons Cartoons Can Teach Us...

How Can Tulips Help Us...

It is tulip season in Mt. Vernon, and for me that brings to mind a book. One of the classic investment books is Extraordinary Popular Delusions and...

The Truth About 2017

One of the things that I believe sets me apart from other talking heads commenting on the state of the markets is that I hold myself accountable for...

When To Sell a Stock

I got my MBA at Carnegie Mellon University back when it was Carnegie Institute of Technology, and the MBA was called a Master of Science in Industrial...

Investing Tips We Can Learn...

In my opinion Modern Portfolio Theory is a Potemkin Village. What does that mean? In the 1700s Catherine the Great, ruler of Russia, invited a number...