Episode 39. Actors of our Financial Theater
Over the past 30 years of managing investor portfolios, the theater of financial markets has produced some of the most interesting and sometimes comical characters of Wall Street. Most importantly is...
17 Nov 202216min
Episode 38. Rebalancing The US Economy
The US continues to improve in nearly every industry sector and none better than the record 23 consecutive monthly gain in factory and manufacturing production. The Federal Reserve is causing a re-ba...
9 Nov 202215min
Episode 37. Seasons
The next 60 days represent the "holiday season" and for us some of the most memorable times of the year. Read in this Brief the joys of this time of the year and what you can look forward to.
2 Nov 202212min
Episode 36. Life is One Long Hike
Life is like one long hike. Planning, preparation, and proper supplies will assure a successful hike as it will also in life. Listen to this issue, our experiences hiking in Maui, and the life lessons...
19 Okt 202211min
Episode 35. It's Beginning to Look a Lot Like…
The holiday season is near and in this Weekly Brief we review projections for holiday sales this season. The stock market has started the fourth quarter with a bang and we discuss what will be needed...
5 Okt 20228min
Episode 34. This Too Will Pass
History has many experiences of the Dow Jones Industrial Average selling off and entering new bear markets (down > 20%). However, the Dow Jones has always recovered from a selloff and in many situatio...
28 Sep 202211min
Episode 33. Is Party Over for Real Estate?
Is the housing market on track for another bust of declining home prices and high vacancies? Listen in this Weekly Brief our review of this week's National Association of Housing Builders and our vie...
21 Sep 202220min
Episode 32. Thoughts from Industry Leaders
This week I attended the Advisor Circle Future Proof conference in Huntington Beach, CA. In this Brief I review comments from key speakers on the economy and stock market. Hint, they are not panicki...
14 Sep 20226min
