Latest Blog: "Everything Human is ... - 11/18/2022
OLD AGEPublished: 10-16-2014
It’s been 3 years since US equities have corrected more than 10%. But there’s no law about how long rallies can last without a correction.
In any event, as diversified, well-positioned investors (as, of course, we believe we are), does it really matter if stocks fall 10%? or 20%? If it does matter, you probably have the wrong portfolio. For the rest of us, volatility really does equal opportunity.PRINT THIS ARTICLE
Labor Market 12-05-2014
Oh, this was a strong report this morning, on every level:321,000 net new jobs in November.10 consecutive months of ...READ MORE
Happy Singles Day! 11-11-2014
11 November is celebrated in the US as Veteran's Day and throughout Europe as Armistice Day, marking the armistice ...READ MORE
Shock, Part 3 (The End of Pax Americana) 12-13-2016
We are all trying to make sense of the election of Donald J. Trump to the presidency, and a few weeks ago I outlined the ...READ MORE
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