What Now?

What Now?

What Now? We originally wrote much of the following in June of 2021, it seems even more appropriate in an updated version today. In the sports world, the team that scores the most points, wins. One could also reverse the coin, and say that the team that gives up the...
What Now?

FOMO and a good night’s sleep

FOMO and a good night’s sleep Imagine you are at a wonderful party, having a great time and contemplating when you should leave. Too early and you’ve missed a great deal of fun. Too late and you run the risk of over imbibing, no UBERs or worse. So far in 2021, equity...
What Now?

Broken Clocks and Hurricanes

Broken Clocks and Hurricanes Prognosticators of impending doom have often been likened to a broken clock, which is right twice a day, but not through any special skill or insight. As we emerge from the COVID Hangover, with a world awash in liquidity, Meme stocks all...
What Now?

Have You Got It All Wrong?

Have You Got It All Wrong? In the sports world, the team that scores the most points, wins. One could also reverse the coin, and say that the team that gives up the fewest points wins. From a fan’s point of view, the focus is usually on the former (offense) and not...
What Now?

More of the Same

More of the Same The election is over, a vaccine may be on its way and the world appears to believe that a return to pre-pandemic life may be imminent. If we assume that these dreams will come true within weeks or months, what should investors expect? The experience...