The Ocean of Liquidity and What It Means for Investors
As the COVID-19 pandemic grinds to some sort of closure, we as investors are faced with a landscape that is awash with liquidity. Our [...]
Inflation – A Risk or Distraction Today?
To those of us who came of business age in the 70’s or 80’s which saw periods of rapid US inflation, the events that [...]
Why Do We Buy a Stock?
Frequently we get the question of why we buy a stock, along with the related question of why did we sell a stock (or [...]
Bonds in Balanced Portfolios – What’s The Point?
Over the years investors were trained that bonds provided the income in a portfolio while stocks provided capital appreciation plus some current income in [...]
Increasing Interest Rates and Equity Markets
Historically, the yield curve has effectively been a real-time business cycle indicator. The market’s growth and inflation expectations are projected at the long-end, while [...]