In light of the extreme volatility and market reaction that the markets have displayed in response to the Trump Administration’s new tariff regime, we want to emphasize that the market appears to be shooting first and asking questions later. While the magnitude of the tariffs was higher than expected, which resulted in a very violent and negative...
Tuesday, March 11, 2025
The Hissy Fit Returns, Again
Over the last few years, we have purposely paused writing intermittent posts and decided to rely solely on our Investment Climate and "Long Only" podcast as the means to communicate our views.The reason for this is that we felt we were being repetitive with the primary theme we found ourselves writing about since this blog’s inception in 2007. That...
Wednesday, February 12, 2025
Investment Climate for 1st Quarter 2025: Positioning for Success
Cautious optimism reinvigorated the stock market in the fourth quarter of 2024, fueled by hopes that we are turning the corner on inflation. Additionally, the prospect of new leadership in the White House and Congress, potentially resulting in policies more favorable to economic growth, also buoyed markets. However,...
Monday, April 01, 2024
Episode 95: The Two-Income Trap
The boys discuss the governments hand in inflation and the fact that the full effect of if have been masked by many household simply having two wage earners.
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Monday, March 25, 2024
Episode 94: Don't Retire!
At least, don't retire completely. People need to work and a lot of our assumptions about retirement might need to be re-thought as longevity and productivity get extended.
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