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  • The Ongoing Story: Inflation and the Federal Reserve
    As 2023 wraps up, we discuss what has happened this year and what we expect in 2024 in this WJNotes. We also describe trades to be placed over the next month. A lot of activity and little progress... READ MORE
  • Expect the Unexpected
    In our last WJBlog , we discussed the collapse of Silicon Valley Bank ("SVB") and its investor implications. Fortunately, as of now, the bank failure has not spread to other banks. However, SVB's... READ MORE
  • 2023 Commentary and Outlook
    Happy New Year!  We hope your year is off to a good start. January was a banner month for stocks and bonds, up 8.0% and 3.3%, respectively. Usually, a good January means a good year. We will see. To... READ MORE
  • We Survived
    Successful investing is about survival. Survival means avoiding losses that can't be recovered when the market turns. Unfortunately, some investors will not survive 2022. Investors in... READ MORE
  • Ugh!
    The first half of 2022 is over, thankfully. It was, for some investments, the worst start to a year on record. Not only did stock and bond markets suffer, but the economy also did. Inflation... READ MORE
  • When Will It End?
    "The idea that the future is unpredictable is undermined every day by the ease with which the past is explained." We like this quote from Daniel Kahneman, one of the original Behavioral Finance... READ MORE