Category: Investments

As a close friend of mine said recently: “This has been the “everything” rally”.  He was right.  Stocks, real estate, cars (Porsches, in particular), Art, online art (NFTs), crypto, ATVs and outdoor toys, etc, etc.   Almost everything has been rising in value over the last year.  This week has provided a tiny test of the idea that this wont last forever. In fact, it’s likely the riskier, more lofted stuff that will fall back to earth the most.  After owning Bitcoin several years ago in infancy, I am a spectator only to the modern day crypto craze.  I am regularly asked what will happen to Bitcoin (and Ethereum and Dogecoin) next and my answer is “No idea”.  And the only way I am going to find out is from the sidelines.  Earning season has been strong.  But initial indications are that the market was factoring this in already.  Our RJ

In such interesting and different times, some things still change very little – signs of Spring bring good weather, pleasant moods, gorgeous flowers, and March Madness showing up at our doorstep. It was just over a year ago, as we hear everywhere we look, that the Pandemic took hold of our lives. As we holed-up, the financial markets sank into, not the worst collapse ever by any stretch, but the FASTEST fall on record.  And then in a time when things looked so bleak, the markets found a bottom and began to rally higher.  Then they plodded forward for the remainder of the year and into 2021, defying all odds and prognostications. In truth, it became a market of some sectors rallying (those finding positive results and benefits from the Covid world), while other areas struggled (everything travel and leisure, energy, and financials).  And, in truth, a handful of themed