July 2022

The first half of the year is now in the books, and with that comes a welcome new quarter. The previous six months have been especially tough for many investors. In fact, 2022 had the worst opening half to a year since 1970.

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July 2022

A new economic and financial market narrative was not what market participants were looking for in June.  Over the past couple of weeks, the inflation story has morphed into a growth slowdown story.

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July 26, 2022

It has been a pleasant start to the quarter – a welcome change of pace from Q1 and Q2. So far, the major indices have all rallied, yields and commodities have been stable, and volatility has meaningfully dissipated.

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Sometimes Analogies are Just Easier to Understand

Imagine that I have successfully persuaded you to manage my money. Specifically, I have convinced you to construct a portfolio for me of residential real estate located exclusively within your home town…

The Dividend

Dividends can be quite impactful on total return. In fact, from World War II through 2019, roughly 40% of the S&P 500’s total return can be attributed to dividends. They are clearly an important component of total return…

More or Less is Better Than In or Out

Most Americans now get their news from social media, which is probably not the best straight news source. For the few of us left that don’t, we most likely consume news from sources that speak to our own points of view. Most of us would rather see the world through a comfortable lens…

This is How Cash is Supposed to Work

Few would argue with the premise that the most basic principal of successful investing is buying low and selling high. Yet the actual execution of this most basic principal is far more challenging than many realize. The concept seems obvious, doesn’t it?…

Risk

What is risk? It’s subjective, really, isn’t it? An “in the eye of the beholder” sort of thing. Perhaps Justice Potter Stewart’s opinion on obscenity best describes our understanding of risk – “I know it when I see it.”  But do we?…

The Fox and the Hedgehog

The ancient Greek poet Archilochus wrote, “the fox knows many things, but the hedgehog knows one big thing.” The fox has clever ways to ensnare the hedgehog. Each time, the little hedgehog rolls up into a prickly ball, creating an impenetrable defense to the fox’s nefarious efforts…

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