Beyond the Bell

Our goal is simple: to be relentless in the pursuit of knowledge so that we can help you become more financially literate.
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Market Insights: Emotional Biases

Investor Jim O’Shaughnessy said that “human nature is the last sustainable edge” due to its remarkable consistency over thousands of years. We may no longer be trading tulips in Amsterdam or speculating on the ticker tapes in bucket shops, but from a behavioral and emotional standpoint, we do not act differently than our forefathers.


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Market Outlook Winter 2023

At the start of every calendar year, we see the major financial institutions providing their ‘outlook’ for the markets. Usually, the outlooks are hedged by not being too divergent from consensus, but nonetheless, they all must predict something, knowing that if their thesis comes true, they can lay claim to have made the right call.

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David McCullough