You may have more in common with Kobe Bryant and Chandler Parsons that you know. No one expects the worst to happen, but not being prepared can be devastating to your families future financially.
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We know you get busy and don’t check our website as often as you might…
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Michael Markowski has been involved in the Capital Markets since 1977. He spent the first…
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SARS versus the Wuhan virus. There is a difference this time which suggests the impact could be larger than we have seen previously both economically and financially.
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Exposing a company that poses as a value defensive stock but its valuations argues otherwise.
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After discussing the potential of a market correction over the last few weeks, the unexpected, exogenous event we discussed came to fruition in the form of a “coronavirus.” What happens next?
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Yes, “retirees” SHOULD be worried about bear markets. Taking the correct view of your portfolio, and the risks being undertaken, is critical when entering the retirement and distribution phase of the portfolio life cycle.
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Michael Markowski has been involved in the Capital Markets since 1977. He spent the first…
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It is easy to suggest the economy is booming when your net worth is in the hundreds of millions, if not billions, of dollars, or when your business, and your net worth, directly benefit from surging asset prices.
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The higher stocks ride a glide path of zero volatility, the greater the risks for investors and their financial partners to fall victim to overconfidence. After all, we are human; when it comes to money and emotions our brains are no smarter than a lizard’s.
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We know you get busy and don’t check our website as often as you might…
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“If the U.S. economy entered a recession soon and interest rates fell in line with levels seen during the moderate recessions of…
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Exposing a company that poses as a value defensive stock but its valuations argues otherwise.
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David Rosenberg explores Recession Arithmetic in today’s Breakfast With Dave. I add a few charts…
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There have only been a few points over the last 25-years where such deviations from the long-term mean were prevalent. In every case, the extensions were met by a decline, sometimes mild, sometimes much more extreme.
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Good economic news over the last couple months belies the fact that a recession could strike as soon as March 2020.
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Financial planning corner is a weekly topic on everything related to Financial planning. From maximizing social security, doing the right things for Medicare, and how to pay less in taxes today and in retirement.
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The Fed’s problem is not only are they caught in an “economic liquidity trap,” where monetary policy has become ineffective in stimulating economic growth, but are also captive to a “market liquidity trap.”
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We know you get busy and don’t check our website as often as you might…
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There are three major issues facing the Federal Reserve’s monetary interventions. While it is currently believed the Fed can save us from the next crisis, the reality is the Fed will be the one to cause it.
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“A reader lives a thousand lives before he dies… The man who never reads lives…
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Have you heard? There’s trouble in the repo markets. Even casual investment market participants probably…
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Yeah… Barry Bonds, a Major League Baseball (MLB) player, put up some amazing stats in…
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A second look at the overly optimistic structure of the market currently as “everyone is in the equity pool.” Combined with the technical deviations of the long-term mean, this is why we recently reduced risk.
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The reality is that the majority of advisors are ill-prepared for an impact event to occur. This is particularly the case in late-stage bull market cycles where complacency runs high.
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The Fed’s problem is not only are they caught in an “economic liquidity trap,” where monetary policy has become ineffective in stimulating economic growth, but are also captive to a “market liquidity trap.”
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REGISTER NOW for our most popular workshop: THE RIGHT LANE RETIREMENT CLASS The Westin Austin…
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This past week was our annual family ski trip, which is why our postings have…
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The increase in speculative risks, combined with excess leverage, leave the markets vulnerable to a sizable correction at some point in the future. The only missing ingredient for such a correction is the catalyst to bring “fear” into an overly complacent marketplace.
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Value investors understand that compounding wealth depends on avoiding large losses. These terms and their proper definitions serve as a rock-solid foundation for sound reasoning and analytical rigor of market forces, central bank policies, and geopolitical dynamics that influence global liquidity, asset prices, and valuations. They enable critical foresight.
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