Investing Through the Fog of War

“If we went into some very major war...the last thing you’d want to do is hold money during a war…you’re going to be a lot better off owning productive…

Mar 19 • James Derrick, CFA®

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February 2026

Can We Have a Recession Without an Oil Shock?

"Formula for success: rise early, work hard, strike oil." -Paul Getty

Feb 10 • James Derrick, CFA®

January 2026

As Goes January, So Goes the Year

The United States surgically removed the Venezuelan dictator in the night and has taken control of that country’s oil.

Jan 13 • James Derrick, CFA®

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December 2025

A Window of Opportunity In November

Leading economic indicators continue to diverge from the current economy, and they are now so extreme that something is going to give.

Dec 9, 2025 • James Derrick, CFA®

October 2025

This Time is Different

Few phrases are more dangerous to investors than: “This time is different.” It’s a seductive phrase, fueled by optimism and sometimes fear.

Oct 21, 2025 • James Derrick, CFA®

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What Could Happen to Investors During the U.S. Government Shutdown?

Government shutdowns are not good for the economy, no question.

Oct 1, 2025 • James Derrick, CFA®

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September 2025

The Tale of Two Economies

Two major companies just gave us two very different views of America.

Sep 9, 2025 • James Derrick, CFA®

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What Will Housing Prices Do Next?

Homes have always felt expensive.

Sep 2, 2025 • James Derrick, CFA®

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August 2025

Have Investors Priced Stocks To Perfection?

Summer brought another sizzling stock market, inspired by steady economic growth, consumer inflation, and corporate earnings.

Aug 19, 2025 • James Derrick, CFA®

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Uncle Sam is Driving Pedal to the Metal While Much of the Economy is Slowing.

An era of fiscal dominance began in 2009 and intensified in 2020.

Aug 5, 2025 • James Derrick, CFA®

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July 2025

Will Investors Approve of the Fed Decision?

“We don’t have to be smarter than the rest.

Jul 30, 2025 • James Derrick, CFA®

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Complacency Leads To New Highs

“Invest for the long haul.

Jul 16, 2025 • James Derrick, CFA®

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