The Mindful Investor January 26, 2024 at 07:49 PM
One of the key themes, if not THE theme, of 2023 was the dominance of the mega-cap growth trade. The Magnificent 7 stocks handily outperformed our equity benchmarks through the course of 2023, and, so far in 2024, it's been more of the same... Read More
The Mindful Investor January 19, 2024 at 11:06 PM
I've spent much of my career helping investors become more like pilots. Why is this such an important mindset to adopt? Well, pilots have to maintain good situational awareness, understanding what is happening around them... Read More
The Mindful Investor January 12, 2024 at 08:14 PM
We kicked off the new year of 2024 with an overheated stock market, excessively bullish breadth indicators, and euphoric sentiment levels... Read More
The Mindful Investor January 06, 2024 at 12:20 AM
Okay, I literally tried to think of the most bearish headline possible. To be clear, though, I'm actually still bullish on the long-term structure of this market... Read More
