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 • 

James Derrick, CFA®

3

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

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

Oct 1 • 

James Derrick, CFA®

3

September 2025

The Tale of Two Economies

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

Sep 9 • 

James Derrick, CFA®

2

What Will Housing Prices Do Next?

Homes have always felt expensive.

Sep 2 • 

James Derrick, CFA®

3

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 • 

James Derrick, CFA®

3

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 • 

James Derrick, CFA®

2

July 2025

Will Investors Approve of the Fed Decision?

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

Jul 30 • 

James Derrick, CFA®

3

Complacency Leads To New Highs

“Invest for the long haul.

Jul 16 • 

James Derrick, CFA®

3

Tides of the Ocean

Ocean tides rise and fall in a predictable manner based on the gravitational pull of the Moon, the Earth’s rotation, and the inertia of the tide itself.

Jul 8 • 

James Derrick, CFA®

2

June 2025

Rare Earth Metals Tariff War Eclipsed By Actual War

Neodymium has never come up at one of my family barbeques.

Jun 17 • 

James Derrick, CFA®

2

Who Cares About Government Debt?

Little good news was not a problem.

Jun 10 • 

James Derrick, CFA®

3

2025 Markets Are All About Tariffs and TACOs

Wall Street loves its acronyms, like any other group of people.

Jun 3 • 

James Derrick, CFA®

3