Whether recent inflation data is being fueled by monetary stimulus, fiscal stimulus, or improving economic conditions, the pressing question is whether this is simply a transitory reflation or indicative of a longer-term trend that will adversely impact investment portfolios. Either way, SineCera Capital clients are prepared.
Read MoreThe public’s interest in bitcoin, and digital currencies in general, has never been higher. But there’s one digital asset class that may have the most staying power – NFTs (Non-Fungible Tokens).
Read MoreThe hype around GameStop and r/WallStreetBets may have a hint of deja vu for those who were trading stocks in the late 90s. Fortunately, behavioral finance provides valuable insight into why history seems to be repeating itself and why NextGen day traders may not be so different than those professional investors on Wall Street they’re determined to beat.
Read MoreOn March 10, 2020, we wrote a post (“Preparation Beats Reaction”) that highlighted how our All-Weather risk parity portfolio fared after one the largest single-day losses in equity markets since 2008. At the time, we could never have predicted the year we were about to endure. But if 2020 taught us anything it was that preparation still beats reaction.
Read MoreHow secure we feel in our relationships tends to mirror how secure we feel about our finances. Loss aversion is deeply ingrained within our brains, and brings challenges to our relationships. The work of Nobel Laureate Daniel Kahneman sheds light on this dilemma.
Read MoreGood ESG scores don’t necessarily indicate that a company is actually providing ESG outcomes. Like many things that started with government involvement, the devil is in the details.
Read MoreOnce again, stocks are “climbing the wall of worry.” But why do commentators continue to use such phrases, and why are we so often influenced by them? We may be in unprecedented times, but the catch-all explanations remain the same.
Read MoreGiven everything “interesting” that is happening in the world, it only seemed appropriate to pause for a moment on a lighter note, and reflect on all the life lessons I have learned from the dogs in my life.
Read MoreNextGen philanthropists are already starting to change our world.
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