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 | 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 | Apr 16, 2020 | 2020, Crash, Lessons
Like many of you, my thoughts have gone long and deep during this historic and difficult time. The initial shock of the epidemic — and the reactions to it — seem almost surreal. It is my sincere hope that regardless of our views on the lethality of the virus and the...