Category: Common Cents Archive

Common Cents & Trouble in Ukraine

This past week, I made two lunch presentations about the economy and the markets. If you read last week’s edition of this newsletter, you can imagine some of the bullet points and soundbites I gave. Yes,…

Common Cents & Red Ink

Two weeks into the new calendar year, and feels like all heck has broken loose. There has been a lot of red ink in the US financial markets. Stocks, bonds, currency? Take your pick. US dollar-denominated…

Common Cents & Are You Gigging Me?

There is absolutely no shortage of topics on which to bloviate this week. From the minutes of the December 15th FOMC meeting roiling the markets, to the observations of the January 6th riot, to the Russians…

#2021

Common Cents & 2022 Predictions

At the start of it, had you told me 2021 was going to be almost as bizarre as 2020, I wouldn’t have believed you. How could it possibly? The key word here is almost, as, in…

Common Cents & “Yes, Virginia”

We all had such high hopes for 2021, didn’t we? I can’t remember just how many times I said something along the lines of “I can’t wait to see 2020 in the rearview mirror,” but it…

Common Cents

Common Cents & Dieting

This week, the Federal Open Market Committee (FOMC), the monetary policy making arm of the Federal Reserve, met, and signaled the potential for as many as three 0.25% (25 bps) rate hikes in 2022. Further, it…

Common Cents

Common Cents & Black Swans

One of the more difficult things about investing is determining what the next “black swan” event will be. After all, there is a reason why we call them “black swan” events. In case you are unfamiliar…

Common Cents

Common Cents & Inflation

Unless you haven’t bought anything in the last 12 months or so, you know just about everything is a little more expensive. Further, American consumers are finding things a little harder to find, everyday stuff like…

Common Cents

Common Cents & Thanksgiving

Thanksgiving is a day to take pause and give thanks for the blessings in your life, be they large or small. It isn’t necessarily a commemoration of the harvest feast of 1621 in what was then…

Common Cents

Common Cents & Zaijian China

During the Spring of 2020, our investment committee made the relatively aggressive move to completely exit our already underweight international allocation. By completely exit, I mean none, ninguno, rien, keiner, nessuno, geen, and nashi. Our reasoning…