Investing in a Presidential Election Year

Investing in a Presidential Election Year

Let’s look at investing in a presidential election year. In 2022, the talk was all about inflation and higher interest rates, with many forecasting a recession. In 2023 the talk was about the demise of inflation and the potential for lower interest rates the...
Artificial Intelligence Primer

Artificial Intelligence Primer

We are in the early stages of one the greatest technological revolutions of our time and I highly recommend taking time to understand the basics of it. Not many years from now, people will debate which had the greatest impact on mankind – the personal computer, the...
Normal and ABNORMAL

Normal and ABNORMAL

What we have is normal and ABNORMAL. We have had both for awhile. Let’s review. Bond yields are back to normal levels after many years of far below normal rates that began in 2009. What started out as an enormous financial experiment in new Federal Reserve...
Has 2023 Been a Good Year for Stocks?

Has 2023 Been a Good Year for Stocks?

Has 2023 been a good year for stocks? How can you tell? Well, let’s set 10% as a threshold since that is the long-term average return for stocks. Let’s annualize the returns so far, 10 days from having the first nine months on record and see how we fare. What shall we...