Market Commentary

Inflation: Too Much, Too Little, or Not Much in the Middle? As the economic recovery has taken hold, thanks to the mass vaccination strategy here in the U.S., a debate has emerged in investment circles regarding inflation. The debate has centered around whether the increase currently seen in overall prices is here to stay or […]

Piggly Wiggly: The Curious Case of Clarence Saunders and a Short Squeeze Gone Wrong Before the recent “meme stock mania,” which resulted in significant drama for companies like GameStop and AMC Entertainment, the annals of financial market history are littered with other so-called “short squeezes” that did not end well for those who bid up […]

Not Using the “U” Word While we will resist the urge to use the “U” word* to describe 2020, we can’t help but look back and think about how events that might have normally taken years to unfold happened in just one. Whether it was the economic contraction from the Covid-19 pandemic, lockdowns, a waterfall […]

WILL THE REAL FIDUCIARY PLEASE STAND UP? Trump’s executive order may stop or delay the IRA Fiduciary Rule As an investment professional, I was in support of the Department of Labor’s (DOL) IRA Fiduciary Rule and its intent to level the playing field for all advisers.  Now that I have seen how some brokerage and […]

“Companies, Not Countries” as featured in Bloomberg Michael DeMassa’s recent article as guest contributor for Bloomberg CFA Prep highlights some of the topics covered in the three levels of the CFA Exams while emphasizing the importance of knowing where a company does business to better understand the associated risks. Passive index investing may provide unexpected […]