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VLOG

watch the latest quarterly market reviews & investing perspectives

Most Current VLOG

2021 - 3rd Quarter Outlook

July 13, 2021

2021-2Q

Rationality of Bonds

March 1, 2021

2021-0301 - Rationality of Bonds

Absurd Exuberance

February 5, 2021

2021-0205 - Absurd Exuberance
2021 Outlook

2021 Outlook

January 4, 2021

What November 3rd Does and Doesn’t Mean

November 6, 2020

2020/11 - Nov 3rd Does and Doesn't Mean

2020 - 4th Quarter Outlook

October 1, 2020

4Q2020

The Valuation Non-Puzzle … and … Dangerous Curves Ahead

September 1, 2020

2020/09

2020 - 3rd Quarter Outlook

July 2, 2020

3Q2020

The Valuation Recovery

June 2, 2020

2020/06 - Valuation Recovery

2020 - 2nd Quarter Market Outlook

April 07, 2020

2Q 2020 Outlook

1Q2020 Market Outlook

January 17, 2020

1Q 2020 Oultook

2020s Market Outlook

December 13, 2019

2020s Market Outlook
MR - Yield Curve Inversion Perversion

4Q19 Market Outlook

October 16, 2019

4Q19-Outlook

3Q19 Market Outlook

July 19, 2019

3Q19-Outlook

Yield Curve Inversion Perversion

August 30, 2019

2Q19 Market Outlook

April 1, 2019

1Q19 Market Outlook

January 15, 2019

1Q19-Outook
2Q19-Outlook

We Wish We Were Wrong (Audio Commentary)

November 21, 2018

MR - WeWishWeWereWrong 2018-11

4Q18 Market Outlook

October 11, 2018

Our View on Interest Rates (Audio Commentary)

May 22, 2018

MR - Our View on Interest Rates
4Q18-Outook

2Q18 Market Review

April 10, 2018

2Q18

2018 Market Outlook

January 22, 2018

1Q18

Want more information on protecting yourself?

Visit our Cybersecurity page   

4Q17 Market Review

October 16, 2017

4Q17

Cybersecurity - Protecting your Financial Information Online

November 30, 2017

Protecting your Financial Information

The Fundamentals of Stock Market Valuation - Audio Commentary

August 10, 2017

MR - Fundamentals

3Q17 Market Review

July 13, 2017

The End of the Honeymoon - Audio Commentary

February 1, 2017

We published an audio version of yesterday’s written commentary.  We know that our followers have different methods in which they like to get content.  If you prefer reading, then yesterday’s post will suffice.  But if you want to follow along on your computer or phone, this is for you. 

1Q17 Market Review

January 17, 2017

New Series

Investing Perspectives: Underreaction to Overreaction

December 6, 2016

4Q16 Market Review

IP: Underreaction to Overreaction - 120616
1Q17
MR-Honeymoon
3Q17
4Q16

3Q16 Market Review / Quarterly Conference Call

3Q16

2Q16 Market Review / Quarterly Conference Call

2Q16
1Q16

1Q16 Market Review / Quarterly Conference Call

4Q15 Market Review / Quarterly Conference Call

4Q15

2021 - 2nd Quarter Outlook

April 7, 2021

2021-3Q
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