January’s CPI (Consumer Price Index) numbers came in last week and inflation was hotter than expected. Prices were up 0.6% in January, which means a year over year (yoy) increase of 7.5%. As you may have seen, this is the highest since 1982. As we’ve said previously , inflation is one of the scariest words in finance. It invokes troubling memories of the 1970’s where inflation was high... READ MORE

One of my favorite events each year is the “CFA Annual Forecast Dinner” that takes place every January. At this dinner, there is an array of professionals in the money management business who get the chance to “talk shop” and reflect on what happened in the previous year and how they navigated that environment. In addition, they usually have a few high-profile guests that are invited to... READ MORE

One of my favorite financial writers is an anonymous researcher who goes by the pseudonym, Jesse Livermore. The real Jesse Livermore was a pioneer of day trading in the early 1900s, whom at one point became one of the richest men in the world but ended up taking his own life when he lost everything. Little is known about the current writer who uses his name today. He only writes a couple pieces a... READ MORE

We are often asked about interest rates, the printing of money, taxes and other various levers that can impact the economy. Ray Dalio, Co-CIO and Co-Chairman of Bridgewater Associates, put together a very educational video several years ago detailing how the economic machine works. It is 30 minutes long but helpful in understanding the basics of an economy and well worth the time.... READ MORE

  Every week, we read a TON of information. Blogs, articles, research papers…it’s our job to be informed about what’s happening in the market, economy, and society in general. Most people don’t have the time to sort through so much information, so we’ll do it for you. Every week, I will post some of the best charts, graphics, tweets, etc, that I find and put it here in a quick,... READ MORE

Every week, we read a TON of information. Blogs, articles, research papers…it’s our job to be informed about what’s happening in the market, economy, and society in general. Most people don’t have the time to sort through so much information, so we’ll do it for you. Every week, I will post some of the best charts, graphics, tweets, etc, that I find and put it here in a quick, digestible... READ MORE

Every week, we read a TON of information. Blogs, articles, research papers…it’s our job to be informed about what’s happening in the market, economy, and society in general. Most people don’t have the time to sort through so much information, so we’ll do it for you . Every week, I will post some of the best charts, graphics, tweets, etc, that I find and put it here in a quick,... READ MORE