Liquidity

Given all the big market moves last year and so far this year, we thought it would be prudent to review the fundamental underpinnings of the market. After a review […]

It seems everywhere you look these days people are talking about bitcoin and cryptocurrency. Despite everyone talking about it, no one really seems to know much about it. Given that […]

The other day, I’m having a conversation with a group of savvy and active investors and the topic of “What are you buying now?” comes up. I mentioned I liked […]

I’m sure everyone reading this report is familiar with the old market saying, “Don’t fight the Fed.” It simply means that whatever the Fed wants to make happen in the […]

I have a macro-model that I use to gauge where the market is in relation to where is should be. One of the first steps in the process of understanding […]

Given that our current market has appreciated over 100% from the lows it made in early 2009, I wanted to reach out to clients to discuss the history of previous […]