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Insight

I think I think…

Thinking can get a person in trouble, but it also is also vital for anyone trying to build an investment portfolio or business that will outperform the general “market”.

Controlling the Narrative

Some months the difficulty in writing this article is getting my thoughts to coagulate around a particular idea in a manner than can be clearly communicated.

Dichotomies Unresolved

Since the beginning of recorded history there is evidence that man has created explanations to set his/her mind at ease when events or circumstances were otherwise unexplainable.

Only under a full moon…

I love baseball, and long time baseball people often say that no matter how long they are around the sport continues to surprise them with occurrences they couldn’t have guessed would have happened.

Random Musings…

Moving is about as much fun as a poke in the eye with a sharp stick. Maybe more fun. This month we will continue on the interest rate theme and look at a few of the reasons that interest rates do, in fact, matter.

‘Interest’ing

There are so many different market and economic signals saying so many different things right now that it is hard to sift through the noise.

Dancing on the Margins

With the unfunded liabilities in Social Security and Medicare we are a far larger problem to the world economy that little Greece will be.