* 3/28/25 – The best trades occur when markets are trading thematically, with the themes representing the actions of the largest investors who move the most money. I am watching the correlation between equity markets overseas (VGK, EFA, EEM) and the U.S. stock market. Until recently, those had been moving in different directions. If we … Read more
4/4/2025 – A great trading psychology is a constructive mindset. We can be constructive whether we have been making or losing money; whether we have exploited the opportunity set or fallen short. We stay constructive when we constantly learn from experience. What did we do well? What could we have done better? How can we … Read more
Attention deficit hyperactivity disorder (ADHD) is the most common neurodevelopmental disorder in children; however, boys are diagnosed two to nine times more often than girls are (1). Girls do have ADHD, but it often goes unnoticed because it can present much differently than it does in boys. Girls tend to be quiet and inattentive whereas … Read more
