KEY TOPIC: Why Am I So Bearish?
Lately, I have been receiving the question, "Why am I so bearish?" quite often. It may surprise those who are familiar with my 25-year career in asset management, as I have typically been more bullish than bearish. As evidence, my...Read More
KEY TOPIC: Understanding Credit Default Swaps and Their Role as a Forward-Looking Indicator
Although Credit Default Swaps are not commonly discussed and not easily tradable for retail investors, we consider CDS one of several forward-looking digital signals. A credit default swap is a contract between two parties where one...Read More
Passing the Financial Baton: Navigating Uncertainty and Finding Peace of Mind
As a financial advisor, I've noticed a common concern among potential clients: passing financial responsibility to someone else. With market uncertainty and overwhelming advice, it's important to seek help.Read More
KEY INSIGHTS - Q1 Earnings, GDP, CPI, Oh My!
The latest round of economic data is in, from Q1 corporate earnings to GDP and CPI data. The core indices have been largely flat but as of this video, the S&P has been up 9% year-to-date. Therefore, it is only natural that we’ve...Read More
KEY Topics: Game on for Bonds
Bonds are often overlooked, but they can be a great tool that can help grow and protect your wealth. The quick insight is that we are not using bonds in our portfolio for their yield, which is likely the same as a decent savings account todRead More
I am human, so occasionally, I can question my own market opinions, especially given how the market has reacted to bad news and uncertainty lately. Anytime I have these thoughts, I go back to the core principles we use to make...Read More
MARCH KEY INSIGHTS: We are starting to see bank failures. Now what?
We've been concerned about the economic cycle since early 2021, and now the cracks are clearly evident. After his latest FOX Business interview, Eddie received a lot of questions about his comment, "in my opinion, there is nothing...Read More