Our Midyear Review
Blink! The year is halfway over, so we offer up our recap of the first six months and our expectations for the second half of 2021.
Our Q1 Market Review
The first quarter is in the books, and we review what's working and what's not as 2021 marches on.
Overheard ...
We share the Top 5 comments we most often hear from clients and prospective clients. How many sound a bit familiar to you?
The Long & Short on The Short Squeeze Trend
The past two weeks have included market drama that Hollywood screenwriters dream of: retail investors vs. hedge funds, spectacular stock price movements, and fortunes won and lost overnight. We offer our thoughts on the Reddit / Robinhood / GameStop / Short squeeze frenzy.
Booming Stocks vs. Lagging Economy: Nothing New Here
How can stocks roar while the economy struggles? We analyze the data and offer our thoughts on this apparent disconnect. Hint: It's not all that disconnected.
Our 2021 Market Outlook
We offer our views for the economy, stocks, bonds, and portfolios in 2021.