Market Commentary

Michael's Market Mentions

2022

  • Valuations, the Inconvenient Truth Q1 2022

  • Inflation; The Unpleasant, the Bad and the Ugly Q2 2022

  • Waiting for the Other Shoe to Drop Q3 2022

2021

  • It's Like Deja Vu All Over Again Q1 2021

  • An Opaque Picture, Through Roseate Glasses Q2 2021

  • Caution, Reckless Behavior Lies Ahead Q3 2021

  • Emerging Markets, the Jewel in the Crown Q4 2021

2020

  • A Black Swan Aside, This Bull Has More Room to Run
    Q1 2020

  • The Present Value of Patience is Priceless
    Q2 2020

  • Mask Up and Trade On; It is Business as Usual on Wall Street
    Q3 2020

  • Elections and the Stock Market; Lessons We Can Learn From Investing with Data, Not Emotions
    August 2020

  • All Good Things Must Come to an End; Investing in the New Era of Bonds
    Q4 2020