2021 Year-End Thoughts
I’m writing this with three days left in 2021, looking back on this past year and looking forward to 2022. I have some thoughts to share with you, in no particular order.
Read MoreLifeboat Drills (Version 2021)
Long-term clients and readers of this newsletter will recall my occasional discussions of “LifeBoat Drills.” Unlike when you board a cruise ship and learn what to do in case of emergency, my LifeBoat Drills focus on what not to do in case of a market emergency.
Read MoreAfraid of New Highs?
In an earlier post I talked about one of the media narratives that prices are too high to remain optimistic about the market. And now the market's even higher, so now the scenario may seem even more foreboding. Before I suggested three considerations in response to possible fears. Let's expand on those considerations here.
Read MoreBe Wary of Election Year Narratives
Clearly election season is upon us. How do we know that? Well, of course the Democrats are debating and campaigning in order to secure a presidential nominee. Also, President Trump’s rallies are occurring more frequently in swing states. These are the obvious cues. There are also less obvious cues.
Read MoreWhat’s not important now? What is?
Market volatility has once again made headlines. What's important to know and understand?
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