#portfoliomanagement

It’s the Bond Market – Here’s What We Do

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I’m getting a lot of questions right now about the overall market. People are noticing some strange trading. This morning, the S&P 500 ($SPY) and the NASDAQ ($QQQ) both opened down, traded back to flattish/up small, then fell in the afternoon ending the day down 1.6% and 1.4% respectively. The whole market is volatile right … Read more

Everybody Hold On – Second Edition

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Last month, I got a number of requests to address the emotional difficulty of owning stocks through periods of extreme stress. I thought it was an important enough topic that I wrote a long piece to address the issue called Everybody Hold On. If you are a DKI premium subscriber, I’m asking you to re-read … Read more

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