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California’s firestorm and its financial future
The complex fires are devastating California, which so far burned more than 1m acres. It has destroyed my father’s home in Vacaville,...


The emerging risks of ESG investing and our awesome responsibility
American investors, the world’s wealthiest, have an awesome responsibility to promote our values throughout the world by being diligent...


Protecting yourself as an expat against a falling U.S. dollar
Dollar strength is a big deal for expats who rely on income from their portfolio and Social Security benefits, which are based in USD....


Low bond yields take us back to a bull market
It’s hard to describe such a tumultuous year: an increasingly unresolved pandemic, growing unemployment, extreme market volatility (in...


Following the market herd
It’s hard to predict the future. Fortunately, it’s much easier to identify where the market herd is putting their money, and this action...


Pricing the future and stimulus update
Market update US stocks participated in a surprising quick recovery soon after what was thought to be the beginning of a major...


Investors are at a crossroads
There’s a bleak case to be made about investing in this pandemic: massive unemployment, destruction of global demand for goods and...


Searching for opportunities in a sea of declines
Relative strength is a measure that helps investors evaluate investments relative to the general market. By many standards, we are now in...


Bear rejected by the market last-minute Friday
After a 20% decline from all-time highs in the S&P 500 within only a couple of weeks, it’s hard to imagine a return to normalcy. There...


Markets caught a cold; but what should you do?
It’s never a pleasant sight to see markets behave in an unlikely way, by going down. Over the last decade of positive returns investors...
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