Inflation Station

Inflation Station

Up until March of this year, if you were tuning in for rumblings of inflation, all you got was garbed static – the likes of which is experienced at the ends of the radio dial. Now it seems that all stations are on an endless loop of Casey Kasem’s Inflation Top 40. It...
Q1 Market Update and Commentary

Q1 Market Update and Commentary

One year after COVID-19 in America – a financial perspective Read the most recent commentary here: Q32021 People who know me know that I am a baseball fanatic. It should be no surprise then that spring is one of my favorite times of the year. The crack of the bat and...
Return to Resilience . . .

Return to Resilience . . .

Yesterday’s horrific, incomprehensible shooting in Boulder left all of us shaken, saddened, and in a state of disbelief.  Leading up to yesterday, I was preparing a blog post for today, March 23, 2021, regarding the overwhelming dread and palpable fear of one...
BSW Market Update: GameStop Frenzy a Nonstarter?

BSW Market Update: GameStop Frenzy a Nonstarter?

GameStop. Robinhood. Reddit. Short squeeze. Hedge funds. Should investors be concerned? No, we don’t think so. As recent events have highlighted, certain trends have come to a head and created an environment that, in our opinion, cannot be ignored. The story of how an...
Q1 2021 Portfolio Commentary and Outlook

Q1 2021 Portfolio Commentary and Outlook

Read the most recent commentary here: Q32021 2020 is in the books. From the market’s perspective, there is little to no difference between the environment on the last trading day of 2020 and the first trading day of 2021. On the other hand, through the lens of the...