What We’re Seeing Isn’t Normal

What We’re Seeing Isn’t Normal

June 1, 2026 We might be living through the biggest financial hysteria ever. For example, on April 24 the PHLX Semiconductor Sector (SOX) index closed higher for the 18th consecutive trading session. It’s the longest daily winning streak in the 32-year history of the...
The Case for Doing Nothing

The Case for Doing Nothing

Often, the most profound act an investor can perform is nothing at all. Examining nearly a century of data, the case for a long-term buy and hold strategy is undeniable. So today, I’ll give you four reasons why the boring path of staying invested is consistently...
Lower Sentiment, Higher Loans a Worrying Sign

Lower Sentiment, Higher Loans a Worrying Sign

Monday, May 11, 2026 Recent stock market moves don’t make a lot of sense from a macro standpoint. Stocks are hitting all-time highs despite oil prices soaring. The U.S. consumer sentiment index from the University of Michigan, with data going back to 1952, has never...
What a Quarter

What a Quarter

Monday, May 4, 2026 This year’s first quarter was a wild ride. It started off well after a strong 2025, reaching new market highs in January. But then global disfunction arose due to the escalating conflict in the Middle East. It led to a severe downturn and the...