The Disciplined Investor

Election Implications and Presidential Term. National Sales Tax (consumption tax) and Tariffs. Alter

Andrew and Tom discussed the importance of asset allocation in managing investment portfolios, empha

Andrew and David discussed the financial industry, focusing on timeless topics and the role of Jerem

Ed and Andrew discussed the potential impact of inflation on the economy. Unpredictable environments

GDP Numbers may be coming in hot. More new highs for markets. 2 weeks away from the presidential ele

New Highs across the board – (Big Caps – not the small caps). China stocks get obliterated. Rates mo

Shocking – Rates running higher on better then expected jobs report. Oil on the move as the Middle E

China surges, then drops then surges – after massive stimulus introduced. Tech leads into the end of

Rate cuts are sparking excitement. Market playbook resetting to lower rate outlook. Tech spitting an

Surge and plunge – plunge and surge – new market realities. Risk up – but that is quickly undone. Th

September – not usually the best seasonal trends A question: Diversification – what is it and why do

How to stay the course – even through time of doubt What’s up with the consumers anyway? Powell’s ou

Is the end of “peak commodities” a possibility and what is the cycle that we may see in

The “carry” trade blows up – But now: Fully Resolved Economic Indicators Bad – but that

3-days and it all changed… Yen Carry trade – Central banks breaking things. Markets move and investo

Balancing risks and returns Gold – a good investment? Real Estate as an investment Setting up

Big Tech making a mess of markets A new candidate – investors re-assessing their holdings. September

What is going on? Questions about the current market’s sustainability… HUGE rotation int

Up and Up – what is next? So many questions about this market’s next leg…. Inflation- mixed me

Short week – plenty of action The breath keeps getting worse The Debate – what does that mean for ma