David Ricciardelli
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.
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.
Some thought provoking charts that examine markets, recessions, capital spending and summertime rallies.
Some observations from my latest family vacation in Italy
We're finally starting to see some of the panic that this market needs to bottom.
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...
A collection of historical charts trying to add context to events we’ve experienced in 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.
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.