Changing legislation is an unavoidable part of investing. We’re still only a few months into the Biden administration, but there are already multiple major legislative agendas being presented by the president Biden that could affect many investors. One aspect of his agenda was revealed in late April when President Biden proposed an increase in the […]
Gridlock is Good?
Markets across the globe surged today, despite election uncertainty. Just like in 2016, predictions about what would happen in the 2020 Presidential election were flat out wrong, as were market predictions for a market crash. It appears that gridlock, the Fed, and the potential for stimulus talks to resume are driving asset prices more than […]
Elections and Overconfidence
With less than a month to the election, we look at the dangers of overconfidence, analyze sector performance under tremendously different legislative environments, and discuss whether you should reduce risk prior to November 3rd. “It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” -Mark […]