Well, it finally happened. After months of will-they-or-won’t-they speculation, the Federal Reserve cut interest rates in September. And it was a relatively big
Read More
Fear and FOMO may seem like opposites. But taken to extremes, either can wreak similar havoc on an investor. Which is why, as we enter the second half of
Read More
There’s a reason Fear of Missing Out has its own acronym; it’s an incredibly common affliction. When we combine FOMO with recency bias, we humans are especially
Read More
If there’s a message to take from 2023 markets, it is this: Timeless wisdom best informs timely decisions.
Read More
In a bit of a paradox, we have two books with contradictory titles about crowds on our recommended reading list. So, what is it? Are crowds wise or delusional
Read More
The “I’s” had it across the first quarter, as inflation and interest rates continued to dominate popular financial headlines.
Read More
Every January, it is typical to reflect on market data from the previous year. You will see the results in your own quarterly reports, as well as across the
Read More
Instead of expending valuable energy on perennial uncertainties, we would suggest a more practical approach to managing portfolios.
Read More
In our previous quarterly letter, we wrote about “Life and Optimism” and added the saying from the Life is Good Company, “Life is not easy, life is not perfect
Read More