Suddenly

Suddenly

Illustration 179312099 / Ernest Hemingway © Lukaves | Dreamstime.com Things are getting worrisome.  It’s not just our spectacular collapse in Afghanistan less than a month before the 20-year anniversary of Nine Eleven.  That’s bad, yes.  Inexcusable. It’s not the...
Starting Point

Starting Point

The starting point for good decisions is understanding what’s going on.  I find it hard to believe you can know what’s going on when you’re authorizing trillions of dollars of spending.  But I digress. Illustration 22981930 / Stock Trading © John Takai |...
Passive Pitfalls

Passive Pitfalls

We’re back!  We relished upstate New York and Canandaigua Lake.  If you’ve never been to Letchworth and Watkins Glen parks, put them on your list.  See photo here from the former, the Upper Falls there. Alert reader Deb Pawlowski of Kei Advisors, a local resident,...
Optional Chaos

Optional Chaos

So which is it?   Monday, doom loomed over stocks. In Punditry were wringing hands, hushed tones. The virus was back. Growth was slowing. Inflation. The sky was falling! Then came Tuesday.  Jekyll and Hyde? Options expirations.  Only CNBC’s Brian Sullivan mentioned...
Supply and Demand

Supply and Demand

Happy Bastille Day!  Also, Goldman Sachs made $15 per share, 50% over expectations. The stock declined. JP Morgan earned $12 billion on revenue of $31 billion, doubling views. Shares fell. Why are banks making 36% margins when you can’t earn a dime of interest? I...
Data to Know

Data to Know

What should you know about your stock, public companies?  Well, what do you know about your business that you can rattle off to some inquiring investor while checking the soccer schedule for your twelve-year-old, replying to an email from the CFO, and listening to an...