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The Math Doesn’t Allow for a Soft Landing

The Math Doesn’t Allow for a Soft Landing

“You diversify.  You have a whole bunch of uncorrelated investment bets. And then you understand it (the situation) as best you can.” — Ray Dalio I had a long talk with an advisor client this week about portfolio construction, the economy, […]

Could Venezuela Become the Next Syria?

Could Venezuela Become the Next Syria?

So here we are, 11 days before America picks its poison, with most national polls showing a win for Hillary Clinton. If she pulls it off, she’ll become not only the first woman and first first lady to rise to […]