2 min read
Michael Miller: Dec 6, 2024 8:45:00 AM
Certainty has a way of seducing investors, particularly when the market narrative appears to align so neatly with past successes. Today, the US market is seen as the favored destination, with good reason: it has delivered dominant returns over the...
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Michael Miller: Nov 17, 2024 9:45:00 PM
With markets in flux and large price movements making headlines, it’s natural to feel some trepidation about what lies ahead. Yet, as we often remind...
3 min read
Michael Miller: Mar 21, 2024 1:18:47 PM
Generally speaking, only time and the relative calm between major crises allow us to gain a reasonable sense of the truth. Currently, in assessing...
3 min read
Michael Miller: Mar 21, 2024 11:47:19 AM
The shift in market conditions underway is not surprising—cyclicality, valuation, and the dangers of popularity and overconfidence are...
