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What to do, what to do…

The news cycles have been chock-full for the past several months. It seems like every day we are hit with new statistics, revelations, or insights. Many, such as the war in Ukraine, a hurricane in Florida, or the election cycle, provide most of us little


As I sit down to write the September Insight, it is the afternoon of Thursday the 29th. With the Insight scheduled to be distributed tomorrow afternoon, this puts me well behind the normal distribution process. Frankly, I have been procrastinating. Not because there isn’t anything

You Win Some, You Lose Some, and You Just Plain Blow Some

Disclaimer: Economics, and therefore investing, is at times impacted by politics. Politics are by nature controversial – and even more so in today’s polarizing environment. This Insight will be wading into the impact of recent political events on investing and wealth building. There is no

Who, What, When, Where, Why, How?

“Recession is when a neighbor loses his job. Depression is when you lose yours.” Harry S Truman “People stop buying things, and that is how you turn a slowdown into a recession.” Janet Yellen “Up until the Depression, recession had a moral character. It was

Assessing Fear

I live in an area that was quite COVID casual. Even in the height of COVID mania last year there was very little talk or stress about COVID, and masks were rarely seen. I went to the airport for a business trip to an area

Lies, #$@! Lies, and Statistics

“Ninety eight percent of statistics are made up.” Kim Harrington “Statistics can be made to prove anything, even the truth.” Anonymous “Facts are stubborn things, but statistics are pliable.”  Mark Twain A couple years ago I was involved with a council that was discussing water

So Many Factors, So Little Analysis

April was one of those months where there was so much going on in the finance and economic world that it is difficult to do a deep dive into anything in particular. Please forgive the relatively shallow depth of this Insight as I touch on

Golden Rule

Our guest writer this month is Dennis Lanni. Dennis is our partner in the Debt Liquidity Fund, and one of the sharpest debt pros we have ever come across. He began his career in 1998 as a Stock Options Market Maker on the Pacific Stock Exchange

More Important Things

We, or at least I, take investing and economics highly seriously. This is probably a mistake, and I should take life and myself less seriously in general. Then there are other times when the world reminds us that most of which we/I think is important

Alpha, Beta, and Peanut Butter and Jelly

A PB&J sandwich has become almost as American as apple pie, even to the point of becoming part of cultural vernacular. When two things go well together, it is like PB&J. No one talks about just a peanut butter sandwich, and very few eat jelly