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Will It Go Round in Circles?
For better or worse, the questions I’m asked give me good insight into the topics that are pervasive in financial media. Many of the ones I’ve been fielding recently involve rotation, the movement of money from one sector to another. It is quite normal for investors to seek stocks that might offer better values than the current market leaders. It becomes tri
Even Champion High Jumpers Fail to Clear the Bar
As a disappointed fan of US Soccer, I must have sports on my brain this morning. (My wife would add “even more than usual,” but I digress.) The sport I have in mind this morning is neither football/soccer nor my usual summer baseball, but track and field instead. The best analogy that I can conjure for the upcoming earnings season is high jumping or pole vau
“It’s Over”
Many traders in the US awoke to a surprise this morning. If you’re like me, you went to bed with overnight futures largely shrugging off yesterday afternoon’s attack on Iran after seeing that it was over after a few hours, then awoke to see them sharply lower. My first reaction was “what did I miss?” That would be the President’s comments about the interim a