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Justin’s Market Musings
Justin’s Market Musings | A Bubble in Calls for a Bubble I November 12, 2025
Ok, I touched on this in my last blog. My main point was that “bubbles” in the stock market aren’t created (nor do they burst) in an environment where everyone is calling for one, or thinks we are already in one. That’s just not how this works. But, first, what is a...
Justin’s Market Musings I The Bull Market No One Trusts I October 10, 2025
I’ve been in this business for a long time (it’s a bit unsettling how long, but that’s another story), and I have vivid memories of investor behavior during major bull markets of the past. In 1996, Alan Greenspan, then the Fed Chairman, warned markets against...
Justin’s Market Musings I Weakness should be expected, not feared I August 5, 2025
Well, in a blink of an eye, August has arrived, and for many of us, the kiddos are already back in school. Most of our favorite college football teams will have a game before the end of the month, and fall will be knocking on the door. As such, August is somewhat of a...
Justin’s Market Musings I Are All-Time Highs SCARY? I July 2, 2025
Well, just like that, the concerns over the tariff wars, real wars, recession fears, and every other scary thing in the world have magically gone away, and just a day or two ago, the S&P 500 hit a fresh all-time high. Needless to say, it has been quite a year so...
Justin’s Market Musings I Well, THAT was quick! I June 03, 2025
...And just like that, May is over and summer is officially here. It seems like just yesterday (or perhaps last month) that markets were getting rocked, investors were rightfully nervous, and the financial and news media were shoving economic and market warnings down...
Justin’s Market Musings | One for the Ages…| May 07, 2025
Well, in my last blog, I mentioned how excited I was for a weekend of The Masters golf tournament. And, boy, we were not disappointed. It was arguably one of the best finishes in Masters history, and the storyline of Rory McIlroy finally vanquishing the demons and...
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