Navigating the AI World
September 6, 2023 “All of humanity’s problems, stem from man’s inability to sit quietly in a room alone.” - Blaise Pascal Artificial...
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Joe Cardello
We want safety, we want certainty, and we want to know that we are always going to be okay!
August 8, 2023 Most of us, most of the time, are biased by the fear of losing what we have. Then, when everyone else is seemingly making...
Joe Cardello
The August Wealth Method
July 13, 2023 It is worth re-exploring and explaining our methodical approach to markets in various ways to better articulate our...
Joe Cardello
You Don't Know What You Don't Know
June 22, 2023 Cameron Crise, Bloomberg’s Macro Man, wrote a piece a couple of weeks ago that bears consideration. Even if we know what is...
Joe Cardello
Spring Alterations
June 1, 2023 In the portfolios, I have decided to sell what we call our innovation basket of companies. We first identified this theme...
Joe Cardello
Changing the Game
May 24, 2023 Artificial Intelligence is changing the game AI is certainly changing the world rapidly. But artificial intelligence is not...
Joe Cardello
Value Investing
May 2, 2023 “It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of...
Joe Cardello
The Mindset
April 4, 2023 Tick, Tick, Tick...what is our most precious commodity? I suggest that time is our most precious commodity. It is so...
Joe Cardello
BANKruptcy
March 16, 2023 Market Conditions We are seeing unprecedented moves in fixed income driven by the collapse in a few regional banks. The US...
Joe Cardello
Enlightenment
March 8, 2023 “Enlightenment is: Absolute Cooperation with the Inevitable” Anthony de Mello Why do I contemplate my own mortality often?...
Joe Cardello
Finding the Right Financial Advisor
January 23, 2023 How to find a financial advisor to help you and your family “The strongest of all warriors are these two; time and...
Joe Cardello
2023 Observations and Outlook
January 11, 2023 Themes of 2022: Decreased equity weightings across all portfolios in January of 2022 and increased cash and short...
Joe Cardello
Gratitude
December 23, 2022 I want to personally wish you a Happy Hanukkah, Happy Christmas, and a Happy New Year. As usual, there are many...
Joe Cardello
December Thoughts
December 7, 2022 As most of you are aware, I generally believe in free markets capitalism and democracy. Money and power tend to fight...
Joe Cardello
A Brighter Future?
October 24, 2022 The Future is Bright “The tide of human suffering grows ever greater. This is especially so of those who are refugees....
Joe Cardello
Assessment and Opportunity
October 2, 2020 We understand and can appreciate how individuals are uneasy investing during these challenging times. The world has been...
Joe Cardello
Thoughts on the Fed and Jerome Powell
September 22, 2022 Some thoughts on the Federal Reserve and Jerome Powell. The September meeting of the Federal Open Market Committee has...
Joe Cardello
Summer's End
September 7, 2022 “People pay for what they do, and, still more, for what they have allowed themselves to become. And they pay for it...
Joe Cardello
Venture Capital?
August 9, 2022 “Contemplation teaches us how to observe our own small mind and frankly, to see how inadequate it is to the task in front...
Joe Cardello
Check Your Ego at the Door
August 2, 2022 One of the benefits of being an economist and portfolio manager I am most grateful for is, the friendships I have...
Joe Cardello
Patience
July 20, 2022 “He that can have patience can have what he will”. – Benjamin Franklin We are all impatient to a degree. We want this or...
Joe Cardello
Happy Independence Day
July 1, 2022 Happy Independence Day! Enjoy friends, family, and celebrate the United States. We truly live in the land of opportunity My...
Joe Cardello
Adjusting to the New World
June 16, 2022 What do I think? I am bullish on the US economy in the long term. I am bullish on quality companies that produce free cash...
Joe Cardello
The Wisdom to Know the Difference
May 19, 2022 Anxiety: As all our clients (hopefully) appreciate, we spend a good deal of time understanding their risk tolerance. For us,...
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