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Our Knowledge Archive

  • March 2024: Oops, I Did It Again - Keeping Your Investing Emotions in Check 
  • February 2024: Our Knowledge - The Fault in R Stars
  • 2024 Market Outlook
  • November 2023: Our Knowledge - Is There Really a Santa Claus (Rally)?
  • September 2023: Our Knowledge — Kicking the Sand Out of Our Sneakers
  • August 2023: Our Knowledge - Roth Conversions
  • July 2023: Our Knowledge - Yield Curve Inversions and Recessions 
  • June 2023: Our Knowledge - Rise of the Machines? An Introduction to Artificial Intelligence (AI)
  • May 2023: Our Knowledge — Debt Ceiling Standoff
  • March 2023: Our Knowledge - It Is Not a Wonderful Life in Silicon Valley
  • March 2023: Our Knowledge — Panic! at the Disco-unt Window
  • February 2023: Our Knowledge - TINA Becomes TANA
  • 2023 Market Outlook
  • Nov 2022: Aging, Wealth, and Financial Exploitation
  • July 2022: I Like Big Bonds - The Case for Credit
  • June 2022: Deluge of Rate Hikes is Capsizing Price-to-Earnings Multiples
  • May 2022: Declining Valuation Multiples are Negating Solid Earnings Growth
  • March 2022: Inflation, Deflation, Stagflation, or Disinflation
  • February 2022: Update on Recent Market Events
  • December 2021: 2022 Market Outlook
  • July 2021: Is Modern Monetary Theory Becoming a Reality?
Market Outlook 2025
2025 Q1 Market Commentary
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