Observations

Keeping up with the latest from Telarray.
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Markets

Inflation

Is inflation transitory, or here to stay? Will we go back to the inflation of the 1970s, or will we revert to the good old days

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Markets

Missing out on Individual Stocks

We get questions from time to time about buying individual stocks—or, more frequently, whether to sell a long-held, sentimental, or employer-issued position. Here are a few

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Markets

Inflation in the News

Inflation has been relatively tame for decades in the US, but a lot of suggestions in the news indicate that it might be on the

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Markets

No Bad Dogs/No Bad Investments

In the 1980s, a woman named Barbara Woodhouse published a book called “No Bad Dogs.” I recall thinking she was unqualified to write on this matter

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Markets

The Rise and Fall of GameStop

We have watched the excitement around GameStop closely over the last few weeks, and the story is coming to a predictable but unpleasant end. We originally

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Markets

Reflecting on 2020

2020 was a remarkable year. Most remarkably, after all was said and done in 2020, our portfolios had an above average year!    Any of the

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Markets

The Value of a Dollar

Key takeaways: A company’s revenues and earnings are affected by the strength of the dollar. The dollar is a gauge of financial stress in markets.

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