An Eagle Eye Look at the First Half of 2023

Market Commentary

Looking Back is 20/20…22 While both stocks and bonds have been recovering since the trough in October of last year, it is the performance of the US stock market that warrants more discussion, in particular: 1) market sentiment and 2) market concentration. Sentiment Market sentiment is the dominant attitude of investors, and it can be…

Break the Mold

Forum Articles

Yada, yada, yada. The retail investment industry has spent decades reeducating and redirecting the masses – away from stock and bond trading to asset allocation-based asset management. One reason is self-preservation. Trading is transactional and commoditized. The emergence of discount brokerages initiated a race to the bottom for trading commissions. The other reason, the one…