Macro Minute

Today I want to cover something that may be surprising to some of you like it was for me. We all know that many of the largest companies have been spending a lot of money on AI. As these companies have been reporting earnings, we are starting to piece together the sheer amount of money […]

Today I am going to do something a little bit different. I began thinking, what are the most asked investment questions?  Being an old millennial, I went to Google. Google AI’s Gemini came up with these three questions, and I am going to answer them.  What’s the difference between saving and investing?  To answer this, […]

“Don’t confuse activity with productivity. Many people are simply busy being busy.”  Robin Sharma  When it comes to investing, there has been countless wealth left on the table because we feel the need to DO SOMETHING. We tend to have all kinds of reasons we invent to make trades in our accounts, and rarely are […]

The other day I listened to this podcast; a very thought-provoking perspective from Joe Davis and Vanguard. They discussed Artificial Intelligence (AI) from a different angle than I had heard before. They also prescribed different investment implications than what is widely touted as the way to play AI. I plan to add his book to […]

“I don’t know the future. I didn’t come here to tell you how this is going to end. I came here to tell you how it’s going to begin.”   Neo from The Matrix  I chose to start with this quote because we are beginning to get clarity from the market’s perspective on a few […]

I feel like I need to revisit some of the thoughts I had during the liberation day tariff announcements. https://longviewfa.com/macrominute_04-07-2025/  By and large, I still believe in the conclusions that I came to at that time, but I have changed my perspective on a few major things.   After the initial tariff announcement, I became […]

I talk week to week about what I see as the biggest developments in markets. I don’t want to give the impression that I am making these observations and trading on that shorter time scale. I believe in holding a portfolio over the long-term and being invested in assets that have a reasonable expected return […]

In our ongoing series about financial literacy, lets cover budgeting. I’ve got to be honest with you all, this is not my jam. I am the Chief Investment Officer and am focused on how to invest money. Detailed budgeting is much more related to accounting, and I did not enjoy those classes in college. But, […]

Last week I talked about the large events that are taking place in the world and the changes that should entail for portfolios. What I don’t want to misconstrue is the fact that just because deals are announced and tariffs are going to settle out to be less severe than feared that it will change […]

I want to cover some macro topics today. I keep reading and hearing so many market pundits talking about how the market is shrugging off the Trump tariff’s and that this is not a paradigm-shifting event. I want to give my perspective as someone that studies market history and has been investing for 25 years. […]