An image showing 2022 changing to 2023

Here Comes 2023!

David Ricciardelli

December 28, 2022

A quick look back at 2022 and a look forward into the investing landscape for 2023. Much has changed but expectations for 2023 are not very challenging.

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An image stylized stock chart.

Looking Beyond an Ugly 3Q 2022

David Ricciardelli

October 04, 2022

A look at how ugly 2022 and the third quarter were, market seasonality through the end of the year, and how quickly equity markets have bounced in the past.

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A picture of a dock in a lake.

Charts for the Lake

David Ricciardelli

August 22, 2022

Some thought provoking charts that examine markets, recessions, capital spending and summertime rallies.

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A picture of Italy.

Observations from the Old Country

David Ricciardelli

July 26, 2022

Some observations from my latest family vacation in Italy

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A picture of an angry bear.

Panic! It’s a Bear Market

David Ricciardelli

June 21, 2022

We're finally starting to see some of the panic that this market needs to bottom.

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Flirting with a Bear

David Ricciardelli

May 24, 2022

We are about to hear a lot about bear markets. Enjoy a quick look at the characteristics of historical bear markets, the bearish and bullish arguments for today’s market and the importance of focusin...

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The year 2022 imposed over a market price chart.

Charts to put 2022 in Context

David Ricciardelli

March 28, 2022

A collection of historical charts trying to add context to events we’ve experienced in 2022.

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A line graph with the work inflation written below the line.

Inflation: Cyclical or Secular?

David Ricciardelli

March 28, 2022

While human ingenuity and productivity improvements usually keep inflation in-check, when cyclical shocks get stacked it can take a long time for inflation to normalize.

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Boxing gloves featuring images of a bull and a bear.

In the Short Term, Markets are Rarely your Friend

David Ricciardelli

January 17, 2022

Markets tend to reward patient investors over the long term and do everything they can to shake investors off their long-term plans in the short-term. Today’s market exemplifies these characteristics.

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