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“Commentary”

Market Commentary - July 2023

05 July 2023

“Be a goldfish.” —Coach Ted Lasso For those seeking a remedy for challenging news headlines and dystopian movies, look no further than Ted Lasso, streaming on AppleTV+ (from Apple, a core W...

Market Commentary - April 2023

18 April 2023

“This was more a case of a ‘bank-run by idiots’ rather than a ‘bank run by idiots’.” — Matthew C. Klein; The Overshoot; March 13, 2023 Though we are impressed with his clever word usage, we...

Market Commentary - December 2022

13 January 2023

“The end justifies the means.” — Niccolò Machiavelli; 1469-1527. Machiavelli wrote The Prince during the Renaissance – a transition period out of the Middle Ages. Like his fello...

Market Commentary - October 2022

15 October 2022

Are we there yet? Well, that depends on how one defines “there.” The most immediate “there” could mean the end of the bear market for equities. Related, though more aligned with “the glass i...

Market Commentary - July 2022

13 July 2022

“When you narrow down your range and are looking through just that narrow aperture of the lens, the intensity of what you see is so much greater.” — Michael Snow; Canadian artist Look no furt...

Market Commentary - April 2022

13 April 2022

“We’re gonna be in the Hudson.” — Captain Chesley Burnett Sullenberger III, January 15, 2009 No, they didn’t land in their original destination of Charlotte, North Carolina. But if you ask any of...

Market Commentary - January 2022

11 January 2022

“I choose a block of marble and chop off what I don’t need.” — Auguste Rodin; 1840-1917 In response to the stock market’s 25% drop on October 19, 1987, Italian artist Arturo Di Modica sculpted t...

“One thing, just one thing.” - October 2021

13 October 2021

In the movie City Slickers, Mitch, played by Billy Crystal, is a softie from New York City who attempts to shake up his mundane life by going on a cattle drive from New Mexico to Colorado.&...

"Guinness" - July 2021

12 July 2021

Our relationship with you, our clients, is what makes our work so rewarding. We have been there through key family events and have vicariously traveled the world through your adventures. ...

She’s Free - April 2021

14 April 2021

“She’s free” –NPR; March 29, 2021 With one quarter down, the story for 2021 seems clear and on script. The economy appears to be roaring; GDP growth projections have expanded to...

When Elephants Fly – January 2021

19 January 2021

“Well I seen a horse fly I seen a dragon flyI seen a house flyBut I’ve been, done, seen about everything When I see a elephant fly”—Dumbo; Disney Studios; 1941 As of today, Covid-19 has infec...

(Hu)man vs. Nature - October 2020

09 October 2020

“A man can be destroyed, but not defeated."—The Old Man and the Sea; Ernest Hemingway; 1952 Man, versus man, nature, society, or self.1 These represent the classic points of conflict in liter...

The Jagged Journey - July 2020

13 July 2020

“Lightning makes no sound until it strikes”. —Martin Luther King, Jr.; 1929-1968 It was Wednesday and a humid 40 degrees in New York City. It was the first day of 2020. People were rest...

Sheltered In Place - April 2020

09 April 2020

“This too shall pass.”- Rumi; 1207-1273 (1) Religions have long offered this expression to provide comfort in difficult times. There can be little ambiguity that our current circumstances qu...

An Appetizing Year - January 2020

01 January 2020

“He didn’t want me to reject it out of hand, which I might have done, because it was a crazy idea. But when I tasted it, I was sold.” - Ray Kroc, on his introduction to the Egg McMufﬁn. (1) The Eg...

It's Just a Shot Away - October 2019

14 October 2019

She was 21 years old and pregnant, when backup singer Merry Clayton received a late-night phone call from her agent back in 1969, asking if Merry could come down to the recording studio. The ...

Who is the Real Cassandra - July 2019

01 July 2019

Greek Mythology’s popularity spread through Homers’ works, the Iliad and the Odyssey. (1) However, Hesiod deserves credit for establishing the original structure in his poem, Theogony, written arou...

Full Cycle - April 2019

01 April 2019

It’s neither bird nor plane. Baby Boomers, it’s not Underdog. Millennials, it’s not a drone. It is a boomerang. Dating back to Prehistoric times, these devices have served many purposes including m...

Shaken, not stirred - January 2019

01 January 2019

Snow globes have an uncertain origin, but were on display at the International Expo in Paris of 1878. (1) Below, one can see a clear depiction of a wintery scene: house with a fireplace, three tree...

The Answer is Blowing in the Wind - October 2018

01 October 2018

How would you like to be locked into a room without windows? Your friends can join, but nobody gets out until you solve several mental puzzles. Oh, and you have to pay to play. In...