With the S&P 500 up more than 15% this year and steadily marching to new highs, the casual observer might think all is well. However, there is much turbulence brewing

The Bloodbath in Bonds In my last market commentary at the end of 2020, I pointed out that it is natural but wrong for investors to simply extrapolate future returns

Spoiled by the phenomenal returns of the past 10-years, investors may be looking for annual returns of 10-20% when they should be guarding against the possibility of a lost decade

As I write this in September 2020, the seven largest companies in the world are all technology companies. Despite the COVID-driven recession this year, big tech has emerged as clear