August 26th, 2022 What to Expect From Inflation? Inflation has begun to moderate, largely due to our government’s move to destroy demand with high prices and pull money out of consumer’s hands via higher taxes. Policies designed to limit supplies of energy are evidence of the government’s intent to raise gas prices. The Russia/Ukraine war may have stolen some headlines, but the direction of oil and

July 29, 2022 Why This Bear Market May Not Be Over Yet The stock market has improved a bit over the past couple of weeks, but this is not the time to get complacent and think this tough market is over and good times are back. The US government must break a vicious circle of inflating interest rates before we can start breathing easier. Let me

June 24, 2022 Are Your Investments a Mess? Most Shadowridge clients already know that they don’t have too much to worry about in this market, because we’ve got you covered in that regard. However, for the many non-clients who get this letter, like a neighbor who said their investments are a “mess” due to the inaction of their adviser, this article is for you. As I

May 27, 2022 The ESG Emperors Have No Clothes Increased reporting on ESG investing has intrigued me since I noticed it a few years back. Articles have appeared with increasing frequency in virtually all industry rags about how “Advisers respond to consumer demand for ESG investments,” or “More investors demand ESG investments,” and lately, “SEC to require ESG rankings of all publicly traded companies.” The problem

April 29, 2022 The Problem with Recessions In the next few paragraphs, I’m going to give you a peek into the future and let you in on what we see unfolding in the economy and what impact stock market investors may see. What we are seeing is an economic recession on the horizon. There is a very high probability that we may already be there, but