What Does a Trump Presidency Mean for the Markets?

donald trump

Two years ago, I said several times in meetings with clients that I believed America was tired of having someone named “Bush” or “Clinton” in the White House. The electorate was ready for someone new. On that much, at least, I was right. (Although I’ll not comment here on the accuracy of my comments around [...]

Behavioral Finance Reveals How Bias May Hurt Your Investing

Behavioral Bias may hurt Investing Results

“He must have been dropped on his head a lot when he was a child.” Clearly, we don’t often use this phrase to say that someone is a great investor. But maybe we should? Researchers have learned a lot about the human brain in the last few decades. One study from Stanford University examined how a [...]

Though the Jobs Report is Dismal, That’s Not the Real News

Table of Various Assets and Returns for June 3rd, 2016

This morning a weak jobs report came out, sending stocks down and bonds up. That’s pretty normal behavior in the markets. However, emerging market stocks and bonds were actually up on the news, based on the assumption that the dollar will suffer because the Fed will be more hesitant to raise interest rates in the [...]