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.
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...
As the leaves change we try to put investor sentiment, seasonality, equity and fixed income markets, and soft landings into context.
Are narrow markets bad, is investor sentiment improving, and what about everything I’m hearing about commercial real estate.
Rate hikes often break something. This time it was confidence in the banking system. Thankfully this a problem central bankers and regulators have experience fixing.
