Category: Articles
5 Things the Market Thinks Right Now
Most money managers are guilty of only telling their side of the story—what they expect, where they see value. I know I am.
But it’s always wise to know what the market itself thinks. The market is the collective wisdom (and sometimes foolishness) of the millions of self-interested buyers and sellers trading right now.
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Time to get back in the Game?
As humans, we are not emotionally equipped to handle short term pain for long term gain. We are a fight-or-flight species, after all, seeking immediate gratification and immediate relief. Successful investing, like a lot of things in life, requires us to disobey our biology and animal brains.
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Investment Commentary Q2 2023
It can’t be overstated how powerful ultra-low interest rates have been for asset prices and wealth accumulation over the past four decades—and the bubbles. But perhaps it is now time to think how unsustainable constant intervention and stimulus are, despite government’s good intentions.
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