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Dipping Your Toe Thumbnail

Dipping Your Toe

We entered 2020 with optimism abound – markets at all-time highs, unemployment at all-time lows, and economic growth chugging along. A mere three months later, we closed the first quarter of 2020 with the worst returns since 2008 and an economy on the brink of collapse...

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F*%k You. Pay Me.

There is a great scene in Martin Scorsese’s 1990 masterpiece Goodfellas that perfectly describes the municipal bond market...

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Under Pressure Thumbnail

Under Pressure

We are in the middle of a market panic. The virus has ripped through the fabric of markets and society with a ferocity that very few of us saw coming. I was dead wrong about the severity of the effect that the virus would have on markets...

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Thoughts on Bonds

I've gotten a lot of questions lately about my call on bonds being overvalued and how to action this. Here are my thoughts...

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