Politics Really Does Not Matter That Much to Equity Markets
When examining the interplay between politics and the economy, one might assume that political stability and consensus are…
Rally, Rally, Rally!
Year to date, the S&P 500 has risen by 12%, while the Nasdaq Index has seen an impressive…
Breaking the Casino Mindset with Stock Investing
Recently your author found himself seated at a sprawling dinner table surrounded by the warm chatter of his…
Rates May Stay Higher for Longer… But That Isn’t Necessarily a Bad Thing
In the intricate dance of the stock market, movements are often deciphered through the lens of various economic…
For Investors, Most of the Time…. Geopolitics Doesn’t Matter
Geopolitics is often cited as a key driver of market volatility, but history shows that for investors with…
Forest Fires and Equity Market Corrections
In many ecosystems, particularly in fire-adapted communities like those found in parts of North America and Australia, small…
The Fed Matters… But Maybe a Little Less Than It Used To
The relationship between the Federal Reserve’s monetary policy decisions and the equity market is significant for investors to…
Buy Low, Sell High: Even the Pros Struggle with This Concept
Arguably the most basic but probably the most important phrase used in investing is: ‘buy low, sell high’. …
Innovation x Emerging Markets + Attractive Valuations = Great Returns
Portfolio managers of equity funds face many challenges when it comes to communicating the value and strategy of…
Relax… The Equity Bull Market Is Here
There are a lot of reasons to think we are now in the early stages of a new…