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Category: Current Topics & Opinions


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The Fed is Crushing Stocks

The Fed Is Crushing Stocks

September 1, 2022

Just about everybody I know is bearish on the markets. This is the point of a bear market where I try to remind those…

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Peak Inflation and Recession Debates

Peak Inflation & Recession Debates

August 12, 2022

Have we hit peak inflation? The idea that this might be the case has lured investors back into risky assets over the past few…

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WELCOME TO STAGFLATION

Welcome to Stagflation

June 3, 2022

No doubt, inflation is on everyone’s mind. We feel the pain everywhere; the gas pump, the grocery stores, the housing market, etc. According to…

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Why we stopped investing in china

Why We Stopped Investing in China

April 28, 2022

After much deliberation, we decided to remove our China equity exposure earlier this year. We have maintained a position in China’s equity market since…

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The Feds Impossible Situation

The Fed’s Problematic Situation

March 13, 2022

Before Russia invaded Ukraine (hard to believe it was only three weeks ago), the Fed’s job was straightforward, albeit not easy. The Fed was…

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Russia Invades Ukraine

Russia Invades Ukraine

February 24, 2022

Russia’s invasion of Ukraine has sent panic throughout the world and asset prices, rightfully so. Europe hasn’t seen conflict like this since WWII. Plus…

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Introducing Peter Campbell

Introducing Peter Campbell

February 15, 2022

I am very excited to share that Bull Oak Capital is growing! Peter Campbell has joined the firm as our Lead Advisor, where he…

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2022 Looking Forward Bull Oak Capital

2022: Looking Forward

December 29, 2021

After another year of impressive returns, investors face a more challenging road ahead. Valuations have rarely been higher, and inflation is expected to continue…

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What Really Causes Inflation

What Really Causes Inflation?

November 17, 2021

There is a lot of confusion out there about what really causes inflation. Many economists, including economic advisors to President Biden and the Federal…

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