Nov 8, 2024 | Uncategorized
Why We Don’t Try to Read Political or Economic Tea Leaves “The art of simplicity is a puzzle of complexity.” – Douglas Horton During the election season, markets can reflect a broader, collective sentiment — sometimes swayed by predictions, fears, and...
Oct 9, 2024 | Uncategorized
Why We’re Willing — And Wanting — To Look Different From the Norm “You cannot swim for new horizons until you have courage to lose sight of the shore.” – William Faulkner In investing, the principle of non-correlation presents both opportunities and challenges. While...
Sep 9, 2024 | Uncategorized
Price Drives Sentiment “Without data, you’re just another person with an opinion.” –W. Edwards Deming From July 16 to August 5, the S&P 500 experienced an 8.5% decline, culminating in a sharp 3% drop on August 5. During this period, headlines, clients, and...
Aug 8, 2024 | Uncategorized
While Market’s Direction is Uncertain, Our Response is Predetermined “We don’t see things as they are, we see them as we are.” –Anaïs Nin In investing, behavioral biases often amplify investor anxiety. Periods when steady gains are followed by modest declines can be...
Jul 3, 2024 | Uncategorized
Surf’s Up! Why We’re Paddling Into the Waves “Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.” – Paul Samuelson We are frequently asked whether we are optimistic or pessimistic about the...
