Common Cents Blog

Common Cents Blog

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 Blog

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…

Common Cents Blog

Common Cents & Energy

Since Halloween, the 2021 United Nations Climate Change Conference, also known as COP26, has been going on in Glasgow, Scotland. An estimated 25,000 delegates from roughly 200 countries, including many heads of state, have attended in…

Common Cents Blog

Common Cents & Trench Warfare

This morning, the Bureau of Labor Statistics (BLS) released the “The Employment Situation – October 2021,” which showed the US economy created 531K net, new payroll jobs. This was significantly higher than last month’s initial reading…

Common Cents Blog

Common Cents & Making Lemonade

Yesterday, the Bureau of Labor Statistics (BEA) reported the US economy grew at a 2.0% annualized rate during the 3rd Quarter of 2021. This was slower than analysts were expecting, and much slower than 2nd Quarter’s…

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Common Cents & Risk

In the investment industry, we talk a lot about risk and reward. Over time, they should be perfectly, positively correlated. The more risk you take, the more reward you should receive. The opposite is also true,…

Common Cents Blog

Common Cents & Bottlenecks

Prior to the pandemic, how often did you think about, let alone discuss, supply chain bottlenecks? After all, what was there to think about? Stuff just ended up on the shelves, somehow. It all just happened.…

Common Cents Blog

Common Cents & Waiting

“The waiting is the hardest part Every day you get one more yard You take it on faith, you take it to the heart The waiting is the hardest part”  Tom Petty   After a somewhat…

Common Cents Blog

Common Cents & Worry

It had all been going so nicely, hadn’t it? After seven consecutive months of positive returns in the stock market, was it too much to ask for just one more? Apparently it was, as after mostly…

Common Cents Blog

Common Cents & The Fed

This week, the Federal Open Market Committee (FOMC), the policy making arm of the Federal Reserve, met, and didn’t make any substantive changes to current monetary policy. No one was expecting it to do so. However,…