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February 6, 2023
The Ballad of Bulls & Bears
Believe it or not, bull and bear fights were a once popular blood sport introduced by the Spanish conquistadors that ultimately became quite popular across California throughout much of...

July 12, 2022
2022 Mid-Year Commentary: The Beauty of Black Swans
For those that may not remember, this was the year that the Boston Red Sox ended the Curse of the Bambino by sweeping the Cardinals to win their first...

May 9, 2022
A Series of Unpredictable Events
The first four months of 2022 have been characterized by a series of unpredictable events – including a jarring face slap at the Oscars, a swift and cinematic (pending)...

March 1, 2022
Beating Bias with Systematic Discipline
Markets work because we as humans are wired to be tenacious and hopeful proprietors of our own legacies – it’s part of our emotional DNA; but with that comes...

December 22, 2021
A Year in Review: Adjusting the Sails
Trillions of dollars in monetary and fiscal stimulus have navigated its way through America’s plumbing, leaving some with green lawns and others with dirty dishes. As we collectively flirt...

November 17, 2021
The Da Vinci Quant
In this paper, Dr. Shafer discussed whether history itself was more art or science, to which he concluded it was neither – rather, history is simply history. The same...

October 19, 2021
Investing Beyond My Backyard
Of course the two largest stock exchanges – the New York Stock Exchange (NYSE) and the National Association of Securities Dealers Automated Quotations (NASDAQ) – both reside in New...

September 10, 2021
A Virtual Weekend in Jackson Hole
Since 1981, the Federal Reserve Bank of Kansas City has sponsored the Jackson Hole Economic Symposium – an annual convention gathering dozens of prominent central bankers, finance ministers, academics,...

August 13, 2021
Creative Destruction
The size and scale of this innovative wave makes sense when viewed through a historical lens, and this concept of innovative cycles was actually first introduced in 1942 when...