by admin | Jan 12, 2021 | 2020, Lessons
Closing Out a One-of-a-Kind Year To say 2020 was unique is an understatement. The year seemed surreal — almost like living in a dream. No one could have predicted the significant effects of a pandemic, as well as the personal, governmental and societal ramifications....
by admin | Jan 11, 2021 | 2020, Lessons
The Lessons of 2020 After managing money for 30-plus years, I thought I had seen it all. I managed investments through the 1987 Crash, the 1998 Asian Crisis, the 2000 Tech Crash and the 2008 Financial Panic. Each of those huge bear markets came with their own set of...
by admin | Oct 12, 2020 | 2020, Perspective
A Little but Powerful Perspective Success in investing is behavioral. It requires patience and time. The latter we can do nothing about but the former is something over which we have control. It is never easy as we our emotional creatures living in a physical...
by admin | Oct 12, 2020 | 2020
The Year We Will Never Forget 2020 is the gift that keeps on giving. The insanity of Covid, the riots in the streets, and a very politically divided country have created one of the most unpredictable election years we’ve ever seen. The stock market, all the while, is...
by admin | Jul 14, 2020 | 2020, Lessons, Q2, Rebound
In my previous newsletter article, I discussed various lessons one could learn from the severe market downturn brought upon the by reactions to the pandemic. At the time, the market was just starting to rebound off March lows. The subsequent market rebound served to...
by admin | Jul 13, 2020 | 2020, Q2
2020: Part II 2020 has been an extraordinary year. When I think back to New Year’s Eve, the events that have transpired since were nowhere near my radar. It’s been like watching a surreal movie. First, we started out with an incredibly strong economy. Unemployment...
