Investment Flows: Trends and Dangers

Investment Flows: Trends and Dangers

Monitoring the flow of the wet weather creek at our old house was important if we didn’t want to replace our road. The creek was usually dry, but heavy rain could make it rise ten to twelve feet in minutes, overwhelming our three-foot culvert. I continually watched...
Market Drop: Time to Check Your Risk Level

Market Drop: Time to Check Your Risk Level

My son called me a few days ago and said the transmission was going out of his truck because it was going 6,000 RPM when it shifted. I told him to check the fluid while the engine was still hot when he got home. He said, “I forgot cars even have transmission fluid.” I...
The Great Rotation: Tech Stocks to Small Caps

The Great Rotation: Tech Stocks to Small Caps

It’s funny to remember how my friends and I played Spin the Bottle at junior high birthday parties. I didn’t have a girlfriend, and all the girls were cute, so I didn’t mind who the bottle pointed to. Up until now, that was what I considered the Great Rotation....