Mindblown: a blog about philosophy.

The title of this blog has a lot of meaning to someone like me who has been in this business for over 40 years. So many of the decisions that we make here on a daily basis are not driven by the headlines or the heated conversations we hear on the nightly news. Many are…

This has been a very unusual and exciting month in the financial markets. We have received unbelievably overwhelming positive economic news, yet for some reason we seem to be ashamed of our own prosperity. There are many things I want to talk about in this posting, but recently I have been scratching my head, trying…

As we end the first quarter of 2019 you cannot help but be impressed by the stock market’s performance in the first quarter after the carnage from the fourth quarter of 2018. The stock market made a stunning turnaround to recuperate nearly all of the losses it suffered during the fourth quarter of 2018. Virtually…