David Ricciardelli
A quick note looking at how policy and tariffs are driving markets, which includes potential off ramps and silver linings.
A quick look back at 2024 and a look forward into the investing landscape for 2025. What happens after two years of 20%+ equity returns? Historically, anything can happen next but on average, over the...
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.
