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Matt's Market Insights

Latest Articles

Complacency Doesn’t Rule

By Matthew Kerkhoff

 

Until just recently, stock market volatility had been exceptionally low, leading many to believe that this market had become “complacent.” That assessment elicits concern, because many view complacency as a warning signal … a calm before the inevitable storm.

 

Well … as Hyman Minsky taught us, that storm will come, and in many ways it will be a direct result of our complacency. But right now, U.S. equity investors seem to be anything but.

 

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Getting Paid to Buy Stocks

By Matthew Kerkhoff

 

Eight months ago we introduced a new monthly series designed to help investors understand how options can be used in a portfolio to enhance returns and minimize risk. So far, we’ve covered the basics of call and put options, and have discussed two of the five most consistent and profitable option strategies that investors should have in their playbook.

 

Today we’re going to begin our discussion on the third of those five strategies: How to get paid to buy stocks.

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Inside the Mind of a Crowd

By Matthew Kerkhoff

 

John Maynard Keynes once wrote what may be one of the most insightful observations on financial markets ever conceived:

We have reached the third degree where we devote our intelligence to anticipating what average opinion expects the average opinion to be. And there are some, I believe, who practice the fourth, fifth, and higher degrees.

 

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It Doesn’t Pay to be a Pessimist

By Matthew Kerkhoff

A bad meme - a contagious idea - began spreading through the United States in the 1980s: America is in decline, the world is going to hell, and our children's lives will be worse than our own. The particulars are now familiar: Good jobs are disappearing, working people are falling into poverty, the underclass is swelling, crime is out of control. The post-Cold War world is fragmenting, and conflicts are erupting all over the planet. The environment is imploding - with global warming and ozone depletion, we'll all either die of cancer or live in Waterworld. As for our kids, the collapsing educational system is producing either gun-toting gangsters or burger-flipping dopes who can't read.

 

Peter Schwarz and Peter Leyden, Wired Magazine (1997)

 

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