articles

Research-based articles discussing market trends, industry insights, and tactical strategies.

New Year, New Risk

New Year, New Risk

2019 was a terrific year for investors everywhere. The first trading day in 2020 started off with a bang followed by a killing that should scare unprepared investors. Rather than fundamentals, last year’s market was built on hope, easy money, and stock buybacks....

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The Real Deal

The Real Deal

The Real DealUnlike many of my peers, our clients know that we have focused for two decades by paying for independent, objective research on analyzing demographics and spending patterns through the lens of two different scopes; generational spending waves and the...

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Miserable Millennials

Miserable Millennials

Several business owners I know, including this one, wonder exactly what happened with Millennials. We have found them to be lost in space when it comes to using common sense on top of being difficult to hire and train. After all, they are certain they already know...

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Defense, Defense

Defense, Defense

Many people are lulled into complacency when the markets turn green. Of course, the latest optimistic story is that the U.S. and China are “moving closer to a deal.” David Stockman, Former OMB Director under Ronald Reagan painted this picture on December 4, 2019, “No...

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The Fate of Real Estate; A Silver Tsunami

The Fate of Real Estate; A Silver Tsunami

No one can see the future.  But when it comes to residential real estate we can put floodlights on the road ahead by studying the buying AND selling behavior of American consumers based on age. It is important to look at both sides of the equation. Buyers have been...

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Ready for the Correction? Probably not.

Ready for the Correction? Probably not.

What it takes to be a successful investor these days can be summarized in four words: bigger gambles, lower returns.  It used to be the case that reducing risk was accomplished by holding bonds.  Now the job of risk reduction has simply become more complicated. Former...

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