The myth of Icarus warned of the dangers of over-confidence. If we compared the markets to the flight of Icarus, how close are we to the sun? Close enough to melt our wings? “Well, I think we tried very hard not to be overconfident, because when you get overconfident, that’s when something snaps up and […]
Twin Risks: Valuations and the Fed
Valuations and the Fed are two potential risks the market may face in 2021.
The One Thing
Successful investing over time comes down to one thing: markets work in cycles. In this issue we take a deeper dive into a topic we discuss relatively frequently, but one that is not addressed as much as it should be in the investment world…the idea of cycles. Once we get comfortable with one key claim, […]