Tri-annual Review - September 7, 2021

Sep 07, 2021 |Nick Foglietta

How financial markets decide to react to this uncaring mood from the central bank sugar daddy, that has been so quick to supply all of our liquidity needs and wants, remains to be seen.

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The thinning margins above poverty

Sep 02, 2021 |Megan Christensen

“Time and chance happens to us all.” – Ecclesiastes 9:11

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Tri-annual Review - April 29, 2021

Apr 29, 2021 |Nick Foglietta

A new theme has emerged in the investment landscape in the first trimester of 2021: Higher taxes. Investors will need to watch how this one develops in coming years.

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Tri-annual Review - January 07, 2021

Jan 07, 2021 |Nick Foglietta

Be careful in your asset mix selection, but don’t bet on the next big decline quite yet.

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Special Comment - September 29, 2020

Sep 29, 2020 |Nick Foglietta

The stock market has morphed into some combination of a giant blood-sucking leech and a salivating Pavlovian dog.

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Tri-annual Review - September 03, 2020

Sep 03, 2020 |Nick Foglietta

It is time to reap the harvest for those who have participated in the risk rally since the March 2020 lows. Not to be reaped all at once of course. Just tending the garden.

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Weekly comment - July 3, 2020

Jul 03, 2020 |Nick Foglietta

Really, there is just so much “spin” added to every story that to dig out a nugget of truth is becoming like dissecting an elephant.

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Weekly comment - June 26, 2020

Jun 26, 2020 |Nick Foglietta

Central bank liquidity holds the day.

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Weekly comment - June 18, 2020

Jun 18, 2020 |Nick Foglietta

If these central banks are hell bent on trying to print their way out of our troubles, what does that mean for you and I as investors?

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Weekly comment - June 10, 2020

Jun 10, 2020 |Nick Foglietta

Last week, the key to the question was: “Did your feelings change?” Below are some of the comments, thanks to all of you who replied.

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