Behavioral Finance tells us that you can broadly think of your happiness as just “Reality minus Expectations”. H = R-E; or said another way, are things going better for me than I thought or worse? If you aren’t expecting these selloffs to happen you get upset, reality smacks you in the face and your happiness plummets. If you are expecting them,…
“The greatest enemy of a good plan is the dream of a perfect plan. Stick to the good plan.”...
A strong US consumer setup at a time of economic reopening to unleash pent-up demand and drive growth. Our...
Divergence! A one-word sentence used appropriately to describe last week’s trading action where the Dow was significantly lower than...
Capital Economics We have revised some of our key market forecasts in response to Donald Trump’s victory and the news...
That was some wild monthly Options Expiration week; was it not? While the S&P 500 (SPX) fell .60% on...
Last week’s jam-packed earnings releases failed to excite investors even as most reporting companies beat analysts’ estimates. About half...
Correction right on schedule.2 weeks ago we called for a second 10% correction in as many months as we...
Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down. ~Warren Buffett...
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