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A Cyclical Economy
Investing can be a series of two steps forward and one step back. We explore past economic cycles by looking at unemployment, stock market performance, and average returns after a market decline.
And That Has Made All the Difference
Was a single choice made while on a leisurely walk in the woods so profound? We discuss long-term investing themes and think about a framework for making choices.
Deflationary and Inflationary Forces
How the Federal Reserve (Fed) reacts to signals in the economy can give us insights and inform our investment outlook. We discuss deflationary and inflationary forces in the economy.
So that Everything Doesn't Happen at Once
We recognize that a diversified portfolio outperforms cash, most of the time. Would holding only cash have fared better than a diversified portfolio?
What happened to FTX?
Crypto exchange FTX made headlines as it went from one of the largest companies in the space to filing for Bankruptcy in a matter of days. We discuss FTX, past scandals, and wealth management.
Midterms and Markets
Midterm elections can signal a change in government spending, tax plans, and priorities broadly. But, regardless of which political party holds the reigns, investors generally have a greater sense of clarity post-vote.
An Interest In Debt
Over the next year or so, the government will need to refinance around fifteen percent of its debt at a new, much higher rate. We discuss interest rates and government debt.