Recent Posts
Investing lessons from March Madness
April 4, 2024 •Nathan Willis
What does your bracket have to do with your portfolio?
I messed up during March Madness in 2018. My dad and I had tickets to the games in Charlotte...
Read MoreMonthly Update - April 2024
April 2, 2024 •Nathan Willis
March review – What are we waiting for?
Most of us are waiting. We're waiting for something interesting to happen. And I think we're going to wait...
Read MoreWeekly Investment Update March 25, 2024
March 25, 2024 •Nathan Willis
Key Events: Chair Powell affirms the soft landing
Read MoreWeekly Investment Update March 18, 2024
March 18, 2024 •Nathan Willis
Key Events: Inflation and AI accelerate
Read MoreWeekly Investment Update March 11, 2024
March 11, 2024 •Nathan Willis
Key Events: State of the campaign, and economy
Read MoreMonthly Update - March 2024
March 4, 2024 •Nathan Willis
February review –The soft landing takes the stage
For much of 2023 the market focused on the Fed. The end of rate cuts dominated the first half of...
Read MoreWeekly Investment Update February 26, 2024
February 26, 2024 •Nathan Willis
Key Events: The soft landing begins to materialize
Read MoreWeekly Investment Update February 19, 2024
February 20, 2024 •Nathan Willis
Key Events: Discordant economic data
Read MoreWeekly Investment Update February 12, 2024
February 13, 2024 •Nathan Willis
Key Events: A super week
Read MoreMonthly Update - January 2024
February 5, 2024 •Nathan Willis
Hold that thought
The progress of the economy in January threw cold water on the market’s hopes for interest rate declines. Much of the data...
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