Market Update: Walking Towards Uncertainty

September 6, 2024 – As the summer comes to a close, we are facing a split sense of the world around us with two very different faces.  In one sense, we have had a great year in the public markets as I’ll discuss below.  Equities are up a lot, bonds are finally up for the […]

Market Update: Socialized Risk

June 11, 2024 – As we approach the end of the quarter and I start to think about what we have seen in the markets, I continue to be stunned by the stock market action. Up, up, and up. Stock market valuations don’t seem to be coming in line anytime soon. Growth companies with profits […]

Market Update: Global Anxiety

April 22, 2024 – It was again another quarter in which the markets were zooming ahead – economic prosperity is all around us, peace is throughout the world, and we have finally gotten the climate under control.  And pigs fly. At least that is my feeling as I look at the figures from the past […]

Market Update

By David Matias January 26, 2024 – As we start a new year with new hopes, I can only say that I’m happy that 2023 is behind us.  It may have been a good year on the surface — markets are up and accounts are making money — but on a more human level it […]

A Road to Healthy Living: Episode 1

In the spirit of education, I have recorded a series of short videos on one of the issues that matters most to me. Namely, heath and aging well has been a growing field with an amazing amount of good information, some of it old and some of it new.

Two Wars. Five Sides. No Winners.

October 25, 2023 – As if the atrocities of the Ukraine War were not enough, we woke up to a new reality this month in the Middle East.  The threats of annihilation that Iran, Hamas, and Hezbollah have projected and promoted for decades is a reality in technicolor in the age of social media.  I […]

Silicon Valley Bank (SVB) Failure

March 10, 2023 – Today’s news about Silicon Valley Bank (SVB) took everyone by surprise. In the span of just a few hours, the country’s 16th-largest bank went into FDIC receivership. Most of you will not have heard of SVB prior to today — they mostly serve as a corporate banker, predominantly in the venture […]