Newsletters

Strive for Antifragile, Accept Resilient, and Don’t Rely on Crowd-Funding When I was a child, my father was injured on the job and could never work again beyond sporadic and … Read More

Bankruptcy Epidemic If you’re looking for something to worry about, consider bankruptcies. Normally, we see an uptick in companies filing for bankruptcy during recessions—for obvious reasons. An economic slowdown generally … Read More

Individuals with advanced economic degrees and economists that are employed (sometimes at astronomical salaries) at the big brokerage firms have inside data that tells them where the economy is going. … Read More

Diminishing Stock Market Back in 1997, investors could choose from more than 8,000 publicly-traded companies listed on the various exchanges. Today, that number is just over 4,000. What’s going on? … Read More

Market Turbulence Ahead This is your captain speaking… When you’re on a commercial flight, and the plane is approaching turbulence, the captain comes on the intercom to let you know … Read More

IPO Performance Demystified Pssst. Do you want to buy a sexy investment? The Wall Street brokerage community, and brokers themselves, are paid handsomely to “take private companies public,” which is … Read More

Backdoor Loophole Maybe this financial planning strategy is a loophole, and maybe it should be closed based on current tax policy. But the recent tax act, and several previous ones, … Read More

Oil’s Return to Normalcy Just a couple of months ago, oil was selling on the international markets at upwards of $115 a barrel, and the gas prices at the pump … Read More

December 2022 – In this issue How Savings Beat Returns Roths On Sale What Does it Mean to Get Whipsawed? Recession or Not? The Bear in China Your Other Portfolio … Read More

November 2022 – In this issue Behind The Numbers The Ever-Stronger Dollar 2022 Third Quarter Investment Market Report Download