Finding Interest

The Big Picture “Never try to time the bond market, anyone who claims to know the future of interest rates is certifiable” – Jane Bryan Quinn Fair enough. However, that has not stopped the majority of investors from continuing to try! I no longer can count the number of conversations had regarding interest rates. Mostly […]

Even Flow

The Big Picture “Thoughts arrive like butterflies” – Eddie Vedder of the rock band Pearl Jam I have had many conversations over these past years discussing the underlying themes that have driven the markets for the last decade. It has led to some good discussions, points, friendly debates, and plenty of thoughts arriving like butterflies. […]


The Big Picture “To infinity and beyond!” – Buzz Lightyear from Toy Story The movie Toy Story was Pixar’s first major film release in 1995 and began a string of successes for Pixar. Pixar was also a serious disruptor that ended traditional cartooning. Historically, disruptors or innovators have had an interesting effect on markets and investors. […]

The Phenomenon

The Big Picture “Inflation is always and everywhere a monetary phenomenon” – Milton Friedman Milton Friedman was a famed Nobel prize economist who contributed greatly to monetary theory. Friedman proposed that inflation was caused by the policy decisions around the money supply. An increase in the supply of money, all else equal, generally led to inflation, […]

The Game

The Big Picture “Markets can be irrational longer than you can remain solvent.” – John Maynard Keynes An understatement in the least. So what was the game with GameStop? For about a week, GameStop was the most important story in the financial markets. GameStop, a video game and gaming merchandise retailer. While there have been some […]