In The Media
Insights from LCM Capital Management on markets, investor behavior, and practical portfolio decisions.
The Great Disclaimer Every Investor Should Actually Read
Past performance is no guarantee of future results. How many times have you either heard this or read this line when looking at or into an investment opportunity?
Time In The Market Not Timing The Market
We have written in past blogs but it bears repeating the often referred to, but rarely adhered to, cliché above in light of all of the recent market volatility as well as the "experts" calling for the "great rotation" out of tech or the long-awaited market collapse.
To The Moon, Alice
"One of these days, Alice—pow! Straight to the moon!” This iconic phrase was used almost daily by Ralph Kramden to his wife, Alice, in the 1950s sitcom, The Honeymooners. Yes, I realize I’m dating myself here, and very possibly most of you reading this, but today this phrase would be only slightly edited with "Alice" supplanted by "client’s name" and the "moon" would now be "Mars."
The Sequel To The Great American Rip-off
If you have read any of our previous articles or blogs over the years you know that my firm, LCM Capital Management, despises mutual funds, particularly those that are actively traded. The reasons are many: fees, both seen and unseen, taxes which are uncontrollable, fund of funds and right down to what they own inside of them versus what the fund description states it invests in.
Can You See The Future?
The legendary hall of fame catcher, Yogi Berra, made famous the following quote from Danish Nobel laureate, Niels Bohr, "it's tough to make predictions, especially about the future."
Private Credit: The Sequel
Back in June of 2025, we wrote an article entitled, The Hottest Party on Wall Street is One You Might Not Want an Invite To. The party referenced was Private Credit. Fast forward only a few short months and it now appears that someone knocked over the punchbowl.
Conviction is Contagious
Conviction is contagious, which is exactly what makes it dangerous. A reflection on how narratives can spread and influence investor decisions.
The Bursting of the Stock Market Bubble
A look at the ongoing market bubble conversation and what investors should consider instead of following loud predictions.
The Bursting of the Stock Market Bubble ...Well Maybe
Why market forecasts are often wrong, and why disciplined investing usually beats reacting to pundits.
My Greatest Fear Has Quickly Become Reality
An investor-focused perspective on fear, planning, and how to respond to uncertainty with a clear long-term strategy.
The Hottest Party on Wall Street is One You Might Not Want an Invite To
A cautionary review of private credit, private REITs, and other products marketed as exclusive opportunities.
Time IN the Market
Most investors know the phrase, but this post challenges whether behavior in real life matches the principle.
Why Economists Are Always Wrong
A critique of annual market predictions and why investors should avoid over-relying on expert forecasts.
The Truth Behind Market Returns During Election Years and Presidential Terms
An evidence-based review of election-year narratives and their real relationship to portfolio performance.
Recession? No Recession? It's Anyone's Guess, Even the Federal Reserve
Why economic forecasts can shift quickly, and why investor decisions should be guided by process over prediction.
Why Investors Should Only Buy Individual Fixed Income Securities
LCM's case for using individual bonds, CDs, and Treasuries over pooled fixed-income vehicles in many scenarios.
How Can You Lose Money and Owe Taxes?
A practical explanation of how tax outcomes can still hurt investors during down years and how to think ahead.
Why I Became A Financial Advisor
The personal story and philosophy behind helping investors make better long-term financial decisions.