You know the saying: There are two kinds of people in this world, glass-half-full people and glass-half-empty people. Of course it is the same glass holding the same amount of liquid, but depending on his point of view one is either happy about it or grumpy about it. At the moment, Mr. Market is in…
My kids just watched the Charlie Brown Halloween special, fall weather has finally arrived in Atlanta, and our front porch is full of various types of pumpkins. It is October. So, why is the market selling off? It is October, what other reason do we need? As we said when this selloff began, this is…
It’s a bird, it’s a plane…no, it’s interest rates! Rising interest rates do not kill bull markets; they actually go hand-in-hand. I know this is counter to what you have learned from every financial media outlet and the short-term traders who often sit at their desks, but it is true. In fact, it is “textbook,” as they say.
The big question for our economy is: How much of the good done by tax reform and regulatory relief is being undone by tariffs?
Different people see the world differently, and until you learn that, it can be difficult to communicate with someone who simply does not see what is so plain to see from your perspective. For me, it is connections. I see connections almost everywhere and sometimes I can grow impatient with people who don’t see it….