21 Dec 2018

Posted at 13:25h in The Friday Brief by

During the past few weeks, markets have been batted around like a pinball, flipped by the Federal Reserve on the one side and government shut-down on the other. The active bumpers of China, BREXIT, oil prices, regulating big tech, global economic slowing, TWEETS, and a...

07 Dec 2018

Posted at 14:25h in The Friday Brief by

Markets are in a tizzy (a state of nervous excitement or agitation). Investors are asking, is the party over, is the bull market ending or are we just taking a pause? The latest volatility has been set off by 'tariff-tweets,' Fed talk, economic data, and...

02 Nov 2018

Posted at 13:44h in The Friday Brief by

Efficiency measures what is produced against the inputs required to produce it. Efficiency is generally reduced by some form of drag, such as friction, cost, energy, or time, but there can be great reward in improving efficiency. An investment portfolio produces greater wealth as the friction...

12 Oct 2018

Posted at 11:08h in The Friday Brief by

The last ten years of fair-weather markets have spoiled us a bit, but storms do come, and they can be ferocious. Just as Hurricane Michael came out of nowhere, so did a stock-selling spree that shaved more than 5% from the S&P 500. We are...