by Robert Bartley | Aug 19, 2022 | Investing, Living Life, Robert Bartley
After approximately a 10-year journey, I was fortunate enough to achieve the rank of black belt this past February. The journey continues and in many ways has just begun. I am so grateful to my Sensei Terry Dow. I would be remiss if I didn’t also acknowledge two other...
by Robert Bartley | Apr 22, 2022 | Investing, Markets, Robert Bartley
Inflation There are certainly a lot of headwinds in the market with both inflation and interest rates climbing. As we are all painfully aware, the U.S. inflation rate is currently the highest it has been in 40 years. While there was hope that the inflation rate would...
by Robert Bartley | Apr 5, 2022 | Quarterly Update, Robert Bartley
Here’s our recent Market Value Update. Looking at daily market news will drive you crazy. Instead, let’s take the long view of the current market and its value – and then ask how it affects your portfolio and what (if anything) you should do about it. A Quick NoteIs...
by Robert Bartley | Jun 19, 2020 | Investing, Markets, Robert Bartley
This is a “real McCoy bubble…the chutzpah involved in having a bubble at a time of massive economic and financial uncertainty…” Jeremy Grantham had some eye popping comments in his recent interview with CNBC, summarized here by Market Watch. Jeremy Grantham is...
by Robert Bartley | Jun 12, 2020 | Financial Planning, Investing, Markets, Robert Bartley
It’s June, and there has been plenty of market movement we need to analyze! Keep reading… Wow! What a Rally! GMO investment managers noted in their recent first quarter 2020 newsletter that the S&P 500 grew from March 23rd the equivalent of 6 years of...
by Robert Bartley | Jun 9, 2020 | Living Life, Robert Bartley
So much going on socially. Let’s use this moment, the tragic killing of George Floyd, to transform our society so we all feel the great American experience equally. From what I have heard this week, it hit me that we desperately need to listen to each other to gain a...