Inflation! Is it transitory?

I wrote an article in February warning that public policy and a convergence of events would likely produce inflation after a forty-year dormancy. It now appears that the question is not if we have inflation but when it will be goneā€¦

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Q1 2021 Financial Markets Review

The Covid-19 worldwide pandemic has generated and will continue to generate negative health, economic, and social tolls to our society and world. However, even bad times can create some good for those who are both optimistic and opportunistic. Here are some of the unique opportunities which the Covid-19 pandemic presented to advisors, investors and homeowners with the discipline to take advantage of this unique window of time.

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If FAANG Founders...

At the bottom of the great recession in the fall of 2008 and early spring of 2009 things looked bleak. Amazon - one of the brightest stars of our current rally along with it's FAANG+M companions (Facebook, Amazon, Apple, Netflix, Google and Microsoft) was down over 60% from it's peak reached ten years earlier during the height of the dot-com boom. Similar stories could be told of the other FAANG+M companies which were publicly traded at the time...

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