Investment Insights
Work Clothes…and the Space In-Between?
Happy New Year! Ring-out the old, ring-in the new.
Captain Macro at the Helm
“In a normal functioning market (company specific), fundamentals play a large role in the direction of individual stock prices.
Can’t “Be Like Mike”, But…
Nike’s Air Jordan shoes, Hanes undershirts and Gatorade’s “Be Like Mike” campaign have been bigtime advertising successes for Jordan and the companies involved.
The Conflict Between Powers
“The stock market increased nearly 119-fold in the past 50 years. All you had to do was sit back and let your money compound. ‘Hold stocks for the long run,’ you’ll hear. It’s good advice….?”
Fed FUD and Expiring “Knowledge”
The financial writer Morgan Housel wrote a few years ago about two types of investing knowledge. There’s expiring knowledge that comes at us in firehose fashion primarily through the daily “news”.
Pencils and Policies
Social distancing, flatten the curve, shelter in place, non-essential workers. These were terms that helped shape the investment world in 2020.
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