2018 Outlook Posted on January 23, 2018 By Matt I’ve been meaning to post an outlook for 2018, but I kept putting it off. Between the holidays, a sick kid, and my belief that calendar year outlooks are dumb, procrastination has been beating my will to write. No more! Here are my predictions for 2018: If you have been… Read more
Investing Doing Good While (Hopefully) Doing Well Posted on January 17, 2018January 16, 2018 By Matt Each year, BlackRock’s Chairman and CEO, Larry Fink, writes a letter to CEOs of “leading companies” in which BlackRock’s clients are shareholders. Last year’s letter encouraged long-term thinking in the context of a world that is increasingly focused on short-term volatility. This year’s letter strikes a similar tone, but goes… Read more
Investing ‘Bron, ‘Bama, and the January Effect Posted on January 9, 2018 By Matt The NBA may as well cancel the rest of the season. Why? Alabama won the college football championship, of course! This means LeBron James is sure to win a title of his own: This reminds me of the January effect in the markets. The thinking is that if January… Read more