Escaping the Devil’s Bargain Investors diving into passive covered call strategies in pursuit of yield might have made a 'devil’s bargain'. Research into such strategies indicates a strong negative relationship between income and total return. We explore this research and how a highly active approach may be the antidote to the dilemma.

Mess Around... And Find Out: Implications of the Never-Ending Drama & Trajectory of U.S. Finances “Mess Around & Find Out”: U.S. politicians keep messing around with the nation's creditworthiness. Examine the drivers and dangers of Downgrades, Debt, Deficits, & Demographics.

Bank Failures 2023 & The Dangers Still Lurking Beneath the Surface The bank failures in 2023, principally with mid-sized, regional banks, are a direct consequence of bad policy decisions. Examine the causes of 2023 bank failures and potential for larger financial contagion.

Geopolitical Risk: A Long-Dormant Threat Awakens Geopolitical risk has not been on most investors' radars for years. But it's rearing its ugly head now. Examine the current converging geopolitical risks and drivers of market uncertainty.

Peace, War, and Time Machines Throughout the history of the US stock market, we have seen multiple regimes of volatility play out. This post provides lessons for investors extracted from examining historical patterns of market volatility.

The Correlation Conundrum | When Everything is Down, The Only Thing Up is Correlations Diversification didn’t just fail in 2022, it's been broken since the Global Financial Crisis 15 years ago. We explore the causes of broad asset class correlation convergence and implications for portfolio construction.

Rising Inflation & Interest Rates: Culprits Behind Market Turmoil How inflation and rising interest rates negatively impacted so many different investments around the globe.

Short-Term vs. Long-Term Hedging | Corrections vs. Bear Markets Learn when you should utilize short-term vs long term hedging strategies and their key differences.