Newsletter

How Statistics Almost Ruined Thanksgiving

It’s important to take a skeptical approach to how statistics are used in general, but especially when they’re being used to generate media headlines.

Thursday, 02 December 2021

If you watched the news on Thanksgiving this year, you might have found it to be a negative experience. The statistics generating media headlines about inflation painted a bleak picture. 

Corporate Earnings and Market Bubbles

The term “market bubble” is getting a lot of attention in recent headlines, but the fundamentals of the U.S. economy are very good at the moment.

Thursday, 11 November 2021

You’ve probably seen the recent headlines asking whether the market is in a bubble, and this strikes fear in many investors. After all, most remember the 2008-2009 burst during the Great Recession, and the quick transition from an all-time high to losses of over 30% in early 2020 with the Coronavirus. 

Panflation: What is it? When will it end?

We’re living through a time with little historical context, and it calls for new terminology.

Wednesday, 20 October 2021

As evidence-based investors, we typically rely on historical stock market and economic data from the past one hundred years to answer the common questions we’re hearing from our clients.

Debt and Stimulus - What's Next?

Wednesday, 06 October 2021

We’re in a potentially volatile period for the U.S. economy and in the markets, and the federal government is walking a tightrope between spending and saving.

Update on Meme Stocks

Thursday, 05 August 2021



There are two sides to every trade, and “meme stock” trades created both extreme highs and extreme lows for investors.

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