The Coming Shift

Posted on Sunday, July 21st, 2019

Ray Dalio is out with another LinkedIn article on his purview of the current and future investing environment. Dalio touches on the subject of Recency Bias and our human emotional attachment to identifying the future based on the recent past. It is Dalio’s thesis that paradigm shifts happen around decades. His article focuses on the… read more.

On The Edge

Posted on Sunday, June 23rd, 2019

It is so important to have a handle on your emotions when investing. Bonds, stocks and gold all seem to be headed to new highs as investors are buying everything that isn’t nailed down as central banks around the world loosen policy even further.  This move higher has investors on edge looking to chase asset… read more.

Roller Coaster

Posted on Sunday, June 9th, 2019

Healthy markets don’t rally 2% in one day as they did on Tuesday. This week the market was faced with President Trump launching trade wars against Mexico and India while the US GDP is slowing, Europe’s de facto economic leader Germany’s manufacturing is collapsing, global trade bell weather South Korea saw its exports collapse further… read more.