4th Quarter 2021 Market Overview THE DOWNSIDE OF UP There is a downside to a rapidly rising stock market. The age-old idiom of investing, “buy low, sell high” is rendered unattainable in so many circumstances. Valuations become inflated and investors are herded into assets at nose bleed levels. As stock prices approach their zenith, the […]

3rd Quarter 2021 Market Overview Abundance of Shortages These days, it seems like everything is in short supply. There are not enough workers. Not enough houses. Not enough flights. Not enough cars. Not enough semiconductor chips. Not enough materials. Not enough health care. There is even chatter that toilet paper and paper towels are in […]

2nd Quarter 2021 Market Overview The Next Big Thing My son, Jack, is a new investor and he recently asked me, “Dad, what is going to be the next big thing?” This is a meaningful question to address as we move to the second half of 2021. Over the past year, many candidates emerged as […]

1st Quarter 2021 Market Overview The Focus Turns to Inflation The stock market shrugged off the specter of rising interest rates and posted gains for the first quarter. Investors are mainly encouraged by growing prospects for an economic boom. During the quarter, the government finally paid out $1.9 trillion in stimulus checks. Another $2t is […]