Category Archives: Main Page

Worthwhile macro listen. Stocks have fallen for a number of reasons this year. But there’s another shoe that’s about to drop that should send equity prices even lower: margin compression. Despite companies’ profits getting squeezed by higher input costs due … Continue reading →

Danielle was a guest with Jim Goddard on Talk Digital Network talking about recent developments in the world economy and markets. You can listen to an audio clip of the segment here. Retail investors have not yet dumped their stocks, … Continue reading →

Lived experience tends to influence thinking, especially regarding financial decisions. Whether the latest memories are smooth sailing or adversity, it’s typical to expect more of the same, discounting the undulation of cycles. The March 2020 market freefall was highly unusual … Continue reading →