Volachillity 2025: When You Overdo It, Undo It
We’ve been in a bipolar band since then, with the market dropping one day over tariff worries and concerns about the definition of “astronaut” and rising the next on signs of tariff progress and reports that Gwyneth Paltrow has started eating carbs again.
Apr 275 min read
Volachillity 2025: A Tariffic Opportunity in the Making
It looks like I’m getting what I hoped for! The S&P 500 closed Friday about 17% below its high with the NASDAQ off over 22%, officially in bear market territory. The catalyst for last week’s panic was the official announcement of Trump’s tariffs. I must admit to being a little amused and confused that this came as a surprise to anyone. Say what you will about Trump, but he tends to be blunt and transparent and has been very clear about his plans, as have key members of his
Apr 74 min read
Volachillity 2025: Take My Hand
The markets have spiced up a bit since mid-February with the S&P 500 touching correction levels last week, down 10% from all-time highs while the NASDAQ was down 12%. The financial media was awash with articles about the “Stock Market Crash” and “Plunging Markets.”
Mar 216 min read
It's Not the Grand Can'tyon
At the end of August, I found myself 24 miles deep into a Grand Canyon hike, climbing the North Rim, just about out of water, the summer...
Oct 26, 20249 min read
The First Rule of Performance Club...
There’s no better way to anger the investment gods than to brag about past investment performance and wax eloquently about assured future...
Feb 25, 20248 min read
A Record Breaker and A Broken Record
2022 overview and current update.
Jan 17, 20238 min read
Pestiferous Policy Portfolio
Time for a quick update on some of our favorite topics - bubbles, uranium, oil/gas, gold/silver, and now...Treasury securities.
Aug 1, 20229 min read
The Anecdote Phase
The small investor crashes the shindig and thinks he’s the life of the party as he pulls the last few drags from the cigarette butts on...
Mar 2, 20219 min read
This Little Piggy Went To Market
There are a handful of huge and grossly expensive stocks driving the market, and then there are the other 3450.
Sep 13, 20207 min read