2023 was a rather bad year. Not as bad as 2024 is likely to be, or as 2020 was. But bad. Nonetheless, we ought to learn from the bad as well as the good. So, in a spirit of reflection, I offer a few ...

Twelve terrorists. One cop. The odds are against John McClane... That's just the way he likes it.

The Lesson (2023) Film Review from the 22nd Annual Tribeca Film Festival, a movie directed by Alice Troughton, written by Alex MacKeith, and starring Julie Delpy, Daryl McCormack, Richard E. Grant, ...

We think 2023 stressed the value of adapting to a new volatile macro regime, and leveraging investment insight and structural forces to find opportunities. U.S. stocks surged in 2023, a reversal from ...

Is 2023 a year to forget? That’s what we’re supposed to say after a tough year, right? In the case of the mortgage industry, 2023 was not a pretty one. According to the Thomvest U.S. Housing Report, ...

We knew that you shouldn’t fight the Fed with respect to your bond portfolio, but we also discovered that stock portfolios were very much directed by sentiment over what the Fed’s next actions might ...

We’re down to four teams left in the playoffs, which means 28 teams standing around trying to figure out what went wrong and what to do next. This being the NHL, most of those teams will settle on the ...

It’s impossible to put together a sound financial plan without predicting what future inflation might look like. Factor tilting might be a decent option in this environment. I think we need to do a ...