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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