Happy weekend Gaugers. Thanks for tuning in.
It was an ugly week in both the bond and stock markets.
Headlines did their part to keep investors in a selling mood.
Geopolitical risk continued to rule the markets. Uncertainty in the …
Hello Gaugers. Hope that you have had a good week and are dealing with many of the ongoing distractions plaguing us all.
I was on a long flight at the beginning of this week. We hit a couple of rough …
US equity markets were under extreme pressure in September and part of August as the Fed has been relentless in trying to bring inflation down. The jump in interest rates has been extreme, ranking as one of the biggest moves …
Equity markets have been under extreme pressure over the past month (-5% on average), hit by waves of selling. The divergence in performance YTD between the NASDAQ 100 (QQQ) and the Russell 2000 (IWM) is 33%, hitting extreme levels that …
Hello Gaugers. Thank you for tuning in again. This is being written on Thursday evening, so I'm not quite sure what tomorrow (Friday) brings, but today we saw some added fear come back into the market. It was the biggest …
Hello Gaugers. Hope that you had a profitable week and are beginning to enjoy the late summer/early fall seasonal changes. I know it is beginning to get much cooler at night, and daylight seems to be getting shorter. If you …
Hello Gaugers. Hope that you had a good, shortened week after the Labor Day holiday. For me, I was dealing with COVID, which came on abruptly last weekend and left as fast as it arrived (Thankfully).
I think one of …
Welcome Gaugers. We are glad to have you with us again. Hopefully, you closed out August in winning fashion (in the markets or your golf game) and you will be taking it easy this holiday weekend (remember it is LABOR …
Hello Gaugers. Hope you had a lovely and productive week and maybe you are still on vacation or holiday? Most kids are back in school, the air is a bit cooler at night and I can feel that fall is …
Happy late summer Gaugers. We all hope you continue to take advantage of the warmer weather and are enjoying late summer’s lazy dog days.
Interest rates pushed higher yet again this past week. This trend has caught the attention of …
The Investors' Paradox of Uncertainty and Time:
Is This Holding Back Your Returns?
September 21, 2025
