I hope that everyone had a great weekend. There is going to be a brief pause in Marea Musings. I will have some exciting news to share in the next few days. Best, Dan
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Do Treasuries Still Have a Place in the Diversified Portfolio?
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Why I Don't Get Caught Up In Narratives
Yesterday, I took a shot at explaining why I think that people hate Cathie Wood. In a nutshell, it has to do with her performance. Professional managers…
Some quick reminders before we get into it since there are more of you reading this now than there were last week. First, this is my diary on the…
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I often think of the market as a mosaic of information and data points. I wish there was one thing that served as the magic bullet. That if you solved…
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Dow Theory
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I took a tennis lesson last week. I have never played tennis before but I always wanted to learn. I have been going through a phase of wanting to shift…
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Marea Market Musings