The Latest News From Oak Street Investments
In my 3rd quarter newsletter for 2022, I mentioned that models from Bloomberg Economics put the odds of a recession within one year at nearly 100%. I’m not much of a gambler, but I believe those are good odds. Oops. 2023 ended the year with a bang! No, that doesn’t mean the economy was exceptionally…
Read More1Q2023 – AIn’t (Quite) Ready for Prime Time
Please excuse the delay in this quarterly newsletter, I was watching Tucker Carlson and Don Lemon…get canned. Too soon? Don’t worry, this quarter’s post isn’t about the rise and fall of the prime time television elite: it’s about the rise of AI tools in our everyday life. In a flash of brilliance (or laziness), I…
Read MoreRemembering the Good Times
It’s often said that the market takes the escalator up and the elevator down. For concrete evidence, simply look at the performance of the indexes the past few weeks. A close look at the headlines or nightly news (caution: this may be bad for your health and is proven to be bad for your portfolios) and you may think it’s only a matter of time before the indexes hit an all time low! And no, that’s not really a thing!
Read MoreDealing With Fluctuating Markets: Q3 2021 Quarterly Market Review
Whether you’re a long-time investor or you’re new to the market, fluctuations – and losses – can feel jarring. In fact, we know from research that losses are significantly more painful than gains of a similar size are rewarding. Yet successful investors continue to invest because they know that over long periods of time, investing…
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Chaos and Bloodshed
Staying disciplined and invested can be difficult in times of chaos and market turbulence. History tells us this is the right time not to act.
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