Context is Everything “Honey, is that Jim? Why is he stumbling down the street? He looks drunk. Pull over, let’s check on him.” “Hey Jim, are you okay?” Sally asked. “I’m good, Sally. We’re just filming a skit for our...

The Sleeping Giants We need to be reminded more than we need to be taught. As a friendly reminder, the S&P 500 plays favorites. It’s a market-capitalization-weighted index, which means it gives more weight to companies that are growing and less...

I’m a Chartered Market Technician While traveling to India last week, I received the official news that I had become a Chartered Market Technician (CMT). This week I wanted to reflect on a few key lessons I’ve learned since being introduced to the world...

Take A Deep Breathe In through your nose, out through your mouth. In through your nose, out through your mouth. One last time….In through your nose, out through your mouth. See how refreshing that is? That’s the Kryptonite to bad decision-making in...

Don’t Open The Gifts Early… We’ve all done it before. Found the gifts before the holidays as a kid and ruined the surprise for ourselves. For me, it was fourth grade. I was obsessed with Yu-Gi-Oh cards, and curiosity got the better of me. While my mom...

You’re Always “The Student” When it comes to the markets, you’re always the student. The market itself is the teacher, and every day it offers lessons for those willing to observe and learn. Our goal is simple: to gain more insight today than we had...

“The Boy Who Cried Wolf” is a daily theme in financial markets. Media pundits sensationalize daily market move implications over and over again to a point where the public becomes numb. One of this year’s victims has been the concept of rotation;...

Boy Scout 101 A fire needs three elements to sustain itself. Known to the Boy Scouts out there as the “fire triangle.” Heat, fuel, and oxygen. The stock market isn’t much different. Heat – That’s trend. And the S&P 500? It’s in a long-term...

It’s that time of year again—my wife asked me to get some quotes on homeowners insurance because our current provider wants to raise our rates…again. Between premium increases and claims denials, it’s easy to hate these companies. However, as...

Seek and You Will Find The markets are beautiful. A puzzle that never has all its pieces—and that’s the fun of it. Every day brings a plethora of new data to analyze. New opportunities to keep solving the unsolvable. But as market-related data continues...