by kpetersen | Oct 22, 2024 | Financial Insight, Quarterly Investment Update
Despite some volatility in the middle, this was another great quarter for both stocks and bonds! For the first time in a long time, the US Aggregate Index outperformed the S&P 500, returning 5.81% vs 5.25% for the S&P. A lot happened over the last three months...
by kpetersen | Jul 22, 2024 | Financial Insight, Quarterly Investment Update
Aesop’s fable “The Boy Who Cried Wolf” teaches a simple lesson: do not lie or else no one will believe you when you are telling the truth. It’s an easy enough story to apply if you are the boy, but what if you are one of the villagers? At what point do you stop taking...
by kpetersen | Apr 18, 2024 | Financial Insight, Quarterly Investment Update
One of the strange phenomena of financial markets that most of the population who don’t follow economic data every day may find perplexing is the tendency for the market to, at times, sell off in response to good economic data and rally in response to bad economic...
by kpetersen | Jan 25, 2024 | Financial Insight, Quarterly Investment Update
In the late 19th and early 20th centuries, it was common for apartments in New York City to be built with the bedrooms on top of each other. If you were the downstairs neighbor, you had the daily experience of hearing your upstairs neighbor’s shoe hit the floor,...
by kpetersen | Oct 20, 2023 | Financial Insight, Quarterly Investment Update
“It’s snowing still,” said Eeyore gloomily. “And freezing… however,” he said, brightening up a little, “we haven’t had an earthquake lately.” A.A. Milne humorously captures what I believe to be the current prevailing view of the economy as well as financial markets....
by kpetersen | Jul 19, 2023 | Financial Insight, Quarterly Investment Update
Do you remember where you were when the clock struck midnight signaling the end of the 20th century and start of the 21st? Perhaps, like some of us, you were glued to the TV anxiously wondering if the new millennium would bring some insanity – minor computer errors or...
