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End of an Era?

For at least a decade two non-traditional factors have supported stocks—“free” money and a virtually zero interest rate environment (the latter an inevitable consequence of

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New Realities–Part 2

Previously I suggested that for a variety of reasons many valuations seem skewed by traditional standards and promised examples illustrating my point. The value of

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New Realities – Part 1

I believe that ever since the “Great Recession/Financial Crisis/Mortgage Debacle” or whatever label you use to reference the 2008/2009 economic and capital market crash/correction, congressional

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“THIS time…”

“I bet you didn’t anticipate THIS!” I heard this from a few clients when Covid-19’s ramifications hit early in 2020, but it wasn’t the first

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