The “October Effect”: Is October Really a Scary Month for Markets?

October has a branding problem. Maybe it’s Halloween. Maybe it’s the changing seasons. Or maybe it’s because some of the most terrifying moments in financial-market history happened...

The Biggest SpaceX Opportunity Isn’t SpaceX

Every so often, Wall Street becomes captivated by a story so powerful that investors begin to believe the rules no longer apply. The SpaceX IPO...

How to Avoid Yield Traps

Income investments can play an important role in a portfolio, but the headline yield is never enough information by itself. A high payout may look...

Freedom Isn’t Free: The Journey to Economic Independence

Every year on the Fourth of July, Americans gather to celebrate independence. We fire up the grill, watch fireworks light up the sky, and reflect on...

Oil, Inflation, Interest Rates, and the Fragile State of the Markets

At the beginning of this year, Wall Street was practically guaranteeing rate cuts. The narrative was simple: inflation was cooling, the economy was...

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