Tactically  Seasonal


Last month, we discussed the third year of the Presidential Cycle, and 2023 was playing out as a perfectly normal year from a seasonal perspective. As we move into November,  that remains the case. The market has continued to be choppy, frustrating both the bulls and...
Things  Change


At various times, and in various media, over the course of the third quarter we have made reference to some version of the phrase “it’s all about bonds.” As we enter the fourth quarter, that still remains the case. But what does that mean? I am not...
A Perfectly  Normal Year

A Perfectly
Normal Year

First and foremost, this is not a post about politics. The second you let your political views (not analysis) drive your investment decisions, you have already lost. However, there are distinct trading patterns that tend to play out over the four years known as the...