Pain Trade

Posted on Sunday, January 29th, 2023

Timing is everything. After a depressive year in stock market prices the market was ripe for an upswing. For weeks we have been saying that the pain trade was higher in the market. Investors were shedding risk late in 2022 in preparation for the well signaled recession courtesy of the Federal Reserve. Then January happened.… read more.

Red Flag

Posted on Sunday, January 22nd, 2023

Now that Christmas and the New Year have passed things are settling down here and starting to normalize. The New Year was a bit of a flurry with the kids going back to school. One of my sons was flooded out of his apartment and things got a bit hectic but he is settled in… read more.

Detox

Posted on Monday, January 16th, 2023

We hope that those of you who received our quarterly letter enjoyed reading it. Those of you who did not just send me an email and I will pass it along. There is a bit too much detail in there from a compliance perspective, so we are not sharing it on the internet. The holiday… read more.