Almost 80% of the buyers we would normally see in the market are afraid to act. This is a level of complacency that we have not witnessed since March of 2009 - the point at which the market bottomed during the great financial crisis. Sentiment at 0.28...

Are we staring at a 2023 recession? In this 9 minute podcast, we review the challenging start in 2022, our shift from a sizably bullish outlook at end of 2021 Q4 to a riskier outlook today, and most recently, a yield curve inversion and its effects. We...

Global Insight Weekly - June 17, 2021

In this 14 minute podcast, John Hastings and I share our thoughts and informative slides on why to stay LONG with your equity ownership in this BULL market. https://vimeo.com/556824578

John and I recently caught up with Chris Rasmussen, CEO of Pico Hospitality, who two months ago, was in the business of selling heating and cooling products for food in the hospitality industry. But as that industry was effectively shut-down due to all...