Stock Market Investors

I think about life a lot differently as a 42-year-old man than when I was younger. Junior high dances come to mind, particularly where there were two groups of guys: those that dance and those that don’t. The proverbial wallflowers found their place outside the dance floor. As a fine young cannibal, a good rule that my dad taught me was to dance with all the girls because it was the right thing to do and it let all the girls know that you wanted to dance. My real goal was to be dancing with the pretty girls. […]

[…] Therefore, most investors are asking the question: Is this a great buying opportunity? Our experience in the stock market would argue that these stocks are trapped in the mineshaft. First, we are early in what is likely to be a bear market in tech/AI shares. The assumption investors have made is that economic importance equates to financial success in the stock market. History would argue otherwise. […]

Headlines are popping up left and right about how high the 10-year Treasury yield has risen. While investors make decisions about what is the “right” longer-term cost of government debt, many journalists focus on single-factor ways of viewing it. They will support the ideas that it is tariffs, or government spending and so on and so forth. We will seek to provide a multi-factor view of this and discuss what investors are missing in plain sight. […]