Stay Vigilant

Stay Vigilant

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The 14 charts of Christmas
With two weeks to go until Christmas, this week I will give you one chart to think about per day until December 25
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Richard Excell
6
That ship has sailed
What do supply chain disruptions and sea shanties have in common?
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Richard Excell
7
And ... we're off!
The start of the new trading year always feels a little bit like a horse race, only one that is the second one run by the same horses in a given day.
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Richard Excell
My personal rules of investing
With the recession vs. soft-landing debate still lingering, I take a step back and look at my personal rules for what I think has made me a better…
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Richard Excell
7
Ruh-roh
Would you do it ... for a Scooby snack?
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Richard Excell
5
Capitulation
Noun: the action of surrendering or ceasing to resist an opponent or demand.
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Richard Excell
5
Alea iacta est
Kudos for this week’s title to Jerry McNulty, who you know from our podcasts.
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Richard Excell
Inflection point
I got away for a few days of golf before the semester starts. It is an inflection point for me as I move from vacation mode to school mode. It is also…
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Richard Excell
14
Plot twist
Post the FOMC meeting, and given the banking problems, we are moving from a rate tightening cycle to a credit tightening cycle
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Richard Excell
Back to basics
It is time for some Spring cleaning for both the house and the portfolio
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Richard Excell
4
Dazed and confused
If you aren't sure if there is a hard landing or no landing, rate cuts or rate hikes forthcoming, or whether AI stocks are in a bubble or not, stand in…
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Richard Excell
3
Something new
Not for the markets, but for Stay Vigilant
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Richard Excell
14
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