Frank Byrd and Stephen Korn
Nov 5
Our Election Day Prediction
Our Predictions for Election Day We aren’t political analysts, but we do have the conviction to make this one prediction about today’s...
Frank Byrd and Steve Korn
Oct 11
Some Winners, Many Losers
Good Times? Are these good times or bad times? Depends on whom you ask. Wages are up 23% since just before COVID. Yet, this hasn’t kept...
Frank Byrd, CFA, CFP®
Jun 30
The Most Crowded Trade
“Indexing can't work well forever if almost everybody turns to it. But it will work all right for a long time.” ― Charlie Munger ( 1998 )...
Frank Byrd, CFA
Feb 19
Record Failures of '23
“Every victory is only the price of admission to a more difficult problem” ― Henry Kissinger Markets hit new highs recently now that...
Frank Byrd and Steve Korn
Nov 19, 2023
Opportunity as Banks Retreat
Banks: The New Public Utilities Following Silicon Valley Bank's failure earlier this year, banks have been less willing to make...
Frank Byrd, CFA, CFP®
Sep 11, 2023
Financial Repression Explained
"If the origin of the problem was too much debt, how can a policy that encourages the private and public sectors to accumulate more debt...