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Bubble 3.0: A Blast From a Bubble Past

/ June 14, 2019

Being old—like north of 60—doesn’t come with many advantages. However, in the investment game it does have at least one: being “mature” enough to remember past financial and business cycles.

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A Rare Divergence: Economic Data vs. Financial Markets – Where Do We Go Next?

/ March 22, 2019

Financial markets have been breathtakingly strong so far in 2019. In fact, it’s been the best start for the US stock market since 1992, with the S&P 500 posting a 13.1% total return through mid-March. Another impressive stat is that the NASDAQ began the year with nine straight up weeks – a feat not seen since 1964. International stocks, corporate bonds, REITs, and midstream energy assets have also posted remarkable returns.

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