Archives

Benjamin Lupu, CFP

Recency Bias: No Immunity

Financial markets have a bad habit, and all of us who take part in markets each day are guilty of causing it. The bad habit? It’s called “Recency Bias”, the tendency to extrapolate what has occurred in the very immediate past as to what we think will certainly...

When Your Investment Thing Goes Down

It’s been a long time since stock prices have suffered a bludgeoning like the one we experienced in the fourth quarter of 2018. A whole new generation of investors and traders have never seen a market like this, where it seemed like there was no bottom. The great...

Trade Tirade: Surgery With a Sledgehammer

Trade War; it’s here. This year, the United States has summarily instituted numerous tariff actions against China the EU, Mexico and even Canada among others. President Trump’s  confrontational trade policies have intentionally upset a long standing world order, one...

Four Classic Indicators of a Bear Market

A Bear Market is coming, it's only a matter of when. It may be quite a while before it arrives, as bears are known to sleep for a long time. Many investors don't like to think in terms of a Bear Market, defined by a 20% or more decline in the Dow Industrials and other...

Meet The New Boss, Same As The Old Boss, …Sort Of

Back in the olden days of the 1970s and 1980s, there was a correlation between bond and stock prices, where stock prices dropped along with bond prices as interest rates increased. Back then, interest rates were much higher, as inflation was the prevailing economic...