David Ricciardelli
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’.
A collection of charts and thoughts aimed at adding context to markets as we turn the page from 2023 to 2024
As the leaves change we try to put investor sentiment, seasonality, equity and fixed income markets, and soft landings into context.
Thought provoking charts that examine markets, real returns, inflation, real estate, and investor sentiment.