In this week’s video update, I discuss volatility and how it is impacting portfolio strategy. The subtopics covered include:
- Why are the markets so
These are challenging times. And there is no doubt this virus pandemic will continue to impact the economy. Change is inevitable; the so called “new normal”
Markets Up?
I know it's been puzzling to many of you as you have watched the equity markets rise despite the COVID-19 impact on the economy as well as
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As the economy continues to open, many are rightly concerned about what the impact might be if there is a second wave of infection in the fall. In our view
Our new weekly format is designed to provide a clear description of the issue being discussed, our comments regarding that issue, and the investable action
While some might think that investing is purely a rational exercise, that certainly does not seem to be the case for many investors. Emotion and sentiment
This week’s update is simply an index of the communications over the course of the last few months as we have all dealt with this pandemic.
As you know, I
Welcome to the wonderful world of bitcoin volatility! This week cryptocurrency's endured huge losses based on a number of simultaneous news headlines
Insight on DWM’s Investment Process
I had an interesting conversation with a sophisticated investor this morning asking us about our investment process
V or U or Swoosh
You hear often about a V or U-shaped recovery for the economy as the country begins to reopen. I've said for quite some time that I do not
The Beginning of Reopening the Country
Everyone's goal is to get moving again towards something more normal. Its beginning this month across the country
