
Since 1972, the University of Michigan has surveyed approximately 1,000 households each month to produce its Consumer Sentiment Index. The index ranges from 0, representing extreme pessimism, to 110, ... ...more
Weekly Brief
January 28, 2026•6 min read

Last year, we began adding gold and silver mining companies Up Capital Model portfolios. Let me first give credit to client, Annie Alexander, who first introduced the idea of miner stocks early in 202... ...more
Weekly Brief
January 21, 2026•6 min read

Many years ago, Simon Maierhofer, founder and editor of the iSpy ETF Newsletter, introduced me to a powerful market framework. Simon is one of the most analytically rigorous market observers I’ve ever... ...more
Weekly Brief
January 14, 2026•4 min read

The year has now begun with a jolt of geopolitical disruption from Washington. Over the weekend, following months of negotiations with Venezuelan President Nicolás Maduro, President Trump authorized a... ...more
Weekly Brief
January 07, 2026•5 min read

The predictability of investor behavior can feel almost tedious to anyone who closely follows market activity. Major U.S. indices are wrapping up a third consecutive calendar year of double-digit annu... ...more
Weekly Brief
December 17, 2025•8 min read

As an investment advisor, I’ve had the privilege of working with clients across the full wealth spectrum from the ultra-affluent to those of more modest means. After more than 35 years in this profess... ...more
Weekly Brief
December 09, 2025•7 min read
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