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Jul 1, 2022
2Q, 2022: Only When the Tide Goes Out Do You Discover Who's Been Swimming Naked
It is believed that the term “bear market” originated in the early 1700s with bearskin traders selling their skins before they actually...
Apr 1, 2022
1Q, 2022: War and Remembrance (of Rising Interest Rates)
Herman Wouk concludes War and Remembrance, “…war is an old habit of thought, an old frame of mind, an old political technique.” With Russia
Nov 5, 2021
Nov. 2021: See a Penny (or a Million of Them) - Pick it Up
Most publicly traded companies have just one class of shares. But sometimes a corporation’s management decides to issue multiple share clas
Oct 4, 2021
4Q, 2021: The Powell Pivot
Our hometown Cleveland Cavaliers are the surprise team of the first half of the NBA season, posting one of the best records in the Eastern
Sep 30, 2021
3Q, 2021: Shanghai Surprise
Shanghai Surprise is a 1986 movie about a con man, a nurse, and a coveted supply of opium. Despite boasting Sean Penn and Madonna in their
Jun 30, 2021
2Q, 2021: It's Snowing
In the children’s book “Snow” by Uri Shulevitz, the story starts with gray skies and no precipitation. Then one snowflake falls. A child
Mar 31, 2021
1Q, 2021: MSB: Money Seemingly Boundless
Within days of each other in March two Northeast Ohio legends passed away: Michael Stanley and Joe Tait. If you’re from this area you know
Feb 1, 2021
Feb. 2021: Game (Will) Stop
On seemingly everyone’s lips the last couple weeks is the performance of GameStop (GME) stock, whose meteoric rise in such a short period is
Jan 12, 2021
4Q, 2021: November Nine
About a decade ago when televised poker was in its heyday, the World Series of Poker Main Event – the final tournament of the season which
Sep 30, 2020
Third Quarter 2020 Commentary: The Beat Goes On
October 1, 2020 Mark Oelschlager, CFA A man named John Adams attends every Cleveland Indians home game, sitting in the last row of the...
Jun 30, 2020
Second Quarter 2020 Commentary: What a Short Strange Trip It’s Been
July 7, 2020 Mark Oelschlager, CFA In 1976, Grateful Dead released “What a Long Strange Trip It’s Been.” The second quarter felt like a...
Apr 3, 2020
First Quarter 2020 Commentary: Bull Market, Bear Market, Bull Market
April 3, 2020 Mark Oelschlager, CFA What a quarter. Stocks began 2020 in a bull market and continued their ascent until February 20,...
Mar 17, 2020
Commentary: Historic Volatility
March 18, 2020 Mark Oelschlager, CFA After a brief rise to start the year the stock market has sold off dramatically in 2020, with the...
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