Weekly Investment Update

Decade of Disruption - Transportation Previous Updates have pointed out how the negative events over the years, that have concerned investors every day, are in the news and in our face. While we dwell on all of the concerns, the positive developments...

Economists Have Predicted Nine out of the Last Five Recessions If you think that this has been a bad start to the year for stocks, you are absolutely right! It has been the worst first half of the year since 1970. The biggest stock market declines typically...

It Seems Like 2022 is Not a Good Year to Own Stocks There is so much bad news this year. Rising inflation, rising interest rates, very high oil prices and then the tragic destruction of lives and property in the Ukraine. It seems as though 2022 will be...

It's So Bad That It Is Good! Inflation Expectations Are Falling. Many have heard the story about a person who walked into a room and saw a man banging his head against the wall. He asked the other man why he was banging his head against the wall and the...

Bull Markets are Born on Pessimism The title of this Investment Update is a quote from legendary mutual fund manager Sir John Templeton. Our emotions tempt us to believe the opposite. We must never forget that recency bias leads us to believe that what...

This Good Quality Diversified Investment is Up 223 Times in 41 Years. After decades of experience in the investment industry, I have learned that there is always something to worry about. There have been a variety of concerns almost too long to list over...

Moving From Risk Off to Risk On While stocks seem to be noticed the most when there are major problems or concerns in the world, this is really a result of something bigger. The mood of the individuals and investors all around the world shifts between...

Catalysts That Have Ended Bear Markets We know what typically causes a bear market. An inverted yield curve and an 80% rise in oil prices in a 12-month period have preceded almost every market decline of 20% or more. This is why this was the title of...

Investors Need to Keep This in Their Sights Since stock market investors can sell any or all of their investments for cash on the spot on any trading day, they experience a lot more volatility than those who invest in other types of assets that do not...