News & Events

How Long Will This Secular...

John Templeton, one of the great investors, said of secular bull markets, “Bull markets are born in pessimism, grow on skepticism, mature on...

Impeachment and Investing

What happens to the markets if President Trump is impeached? It isn’t my intention to give a prediction on if he will or will not be impeached. I am...

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...