May 2017 | Signals Matter

Cutting Through Tax Cuts—A History of Avoiding Pain for Political Gain

politician

Cutting Through Tax Cuts—A History of Avoiding Pain for Political Gain

The Buzz about Tax Cuts Will the Trump tax cuts (which are already priced into this rising market) keep markets

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Bond market signals

Trusting Bond Market Signals Rather Than the Elites in Today’s Market Ride

  Feeling Uneasy? Do you sometimes wonder if this market feels a bit hard to trust? In law school, I

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howling wolf

No Fear in the Fear Index: The VIX vs. the Big, Bad Market Wolf

Lessons from Kindergarten Remember the story of the big bad wolf and the three little pigs? If not, it goes

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reality check

Reality Check? Flat GDP vs. Market Excess, Record-High PE Ratios and a Bond Bubble. Investor Beware?

The Smug Since Adam met Eve, history tends to confirm that spoiled kids and rich uncles don’t produce the best

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trapped in a bottle

Investing Under the Influence—The IUI Effect on Amazon and Tesla Stocks

Binge Investing Sometimes holding a credit card—especially a brand new one—can provide as much of a rush, buzz, and hangover

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