Mixtapes

Weekly Mixtape For December 15th, 2019

Week In Review Video Coming Soon Week In Review Articles The WSJ: U.S., China Agree to Limited Deal to Halt Trade War The WSJ: Trump Agrees to Limited Trade Deal With China The WSJ: Holiday Retail Sales Had a Lackluster November Start The WSJ: Inflation Isn’t Likely to Take Off Anytime Soon The WSJ: Investors Bail on Stock Market Rally, Fleeing Funds at Record Pace…

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A Month Off Social Media

Today marks my first day back on social media since the end of October; inspired by my friend Dasarte Yarnway’s 40 days fast, I decided to give up Twitter, Facebook, and Instagram for a month. Haters are going to say that I didn’t have a true social media fast because I still posted throughout the month—and I get that. But…

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Mixtapes

Weekly Mixtape For December 1st, 2019

Week In Review Articles The WSJ: U.S. Stocks Notch Best Month Since June The WSJ: U.S. Growth Enters Fourth Quarter on More Solid Footing The WSJ: Black Friday Arrives Without the Mad Rush Weekly Mixtape: Morgan Housel: No More Gurus “We’ll never get rid of gurus, because assuming someone knows everything is easier than trying to figure out how they knew one thing. They…

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Happy Thanksgiving

It’s that time of the year where we reflect on the people and things we are most thankful for; we should all follow Tyrone Ross’ lead and practice more gratitude and not wait until Thanksgiving to be thankful. I try to let those I love and care about know how much I appreciate them, but I can always do better.…

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Mixtapes

Weekly Mixtape For November 24th, 2019

Week In Review Articles: The WSJ: Fed Officials Cut Rates Amid Worries on Trade, Global Growth The WSJ: Impeachment Hearing: Witnesses Testify on Concerns About Trump-Zelensky Call The WSJ: Charles Schwab Holds Talks to Buy TD Ameritrade Weekly Mixtape: A Wealth of Common Sense: What Would You Have Done In 2009? “Diversification is the simple way to avoid the all-in/all-out mindset. Another way to…

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NYC 2019: A Trip Of A Lifetime

Traveling to New York City in November has become an annual pilgrimage. My first trip to NYC was back in 2015 for the inaugural Evidence-Based Investing conference put on by the Ritholtz Wealth Management crew. That trip was not only my first November trip, but it was my first trip to NYC…ever. Let’s take a trip down memory lane… 2016…

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Investing

Bloomberg’s ETF IQ

I had the fortune of joining Eric Balchunas, Scarlet Fu, and Carolina Wilson on the set of Bloomberg’s ETF IQ. What an experience! It was a blast and hope this is the beginning of opportunities to hop in front of a real camera instead of my little old Canon. Thank you to Eric, Scarlet, and Carolina for being so welcoming…

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Investing

Don’t Go Chasing Waterfalls

  The Dow just broke through 28,000 (for now). The U.S. markets measured by large, mid, and small-cap stocks are all up over 20% in total return heading into the final few weeks of the year. Apparently, there are some “positive” conversations going on between the U.S. and China–at least that’s where we are in the cycle of good talks-bad…

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