David Ricciardelli
A brief examination of markets in an election year and when the Fed starts to cut interest rates.
Some thought provoking charts that examine markets, inflation, volatility, lottery tickets, wages, and investor sentiment.
It feels like the market is becoming more focused on fundamentals. While there are reasons to be constructive, some ‘monsters under the bed’ keep investors on edge.
A closer look at asset allocation, alternative investments, and why experts are forced to recommend low-cost index investing via ETFs – even if they invest their own wealth using a different strategy...
Observations from my latest family vacation in Italy.
We try to put the current market in context in response to investors asking if the market is overheating and the media leaning in to the word ‘froth’.
