I have a vivid recollection of the period following the Great Financial Crisis: I spent March to September of 2008 writing Bailout...
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This weekend Jeff Sommer discussed a DFA research paper on market timing; both are well worth your time to read. The broad strokes...
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I had fun chatting with David L. Bahnsen of The Bahnsen Group. David hosts a podcast on National Review with the...
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Markets screamed higher yesterday after a benign CPI report showed a 0.0% monthly price increase and inflation falling to 3.2%...
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Today, Jerome Powell is making the opening remarks at the 24th Jacques Polak Annual Research Conference in DC. I’ll be on...
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Before yesterday’s FOMC meeting, I reiterated my view from July 2023 that this hiking cycle was – or at least should be...
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As promised, here is my presentation “Navigating Financial Disasters” from today at the Orlando Money Show…
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Since the Great Financial Crisis in 2008-09, the income portion of portfolios has been almost an afterthought. Your...
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Earlier this year, I gave my first presentation since the pandemic began. I discussed all of the many ways we hurt ourselves...
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Last week, I mentioned the quarterly conference calls I do for clients of RWM, which led to a broad discussion of...
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