The Capital View With Travis Portwood

Our relationship with money and markets is complex. Wealth and luxury are relative. Both are just a comparison between what we have and what other people have. Comparison is the thief of joy...

Entering 2024, investors confidently predicted up to seven Federal Reserve rate cuts this year, beginning in March, with our economy gliding in for the softest of landings...

Interest rates pull the strings of financial markets.  They're the charge for money we've loaned and the required return used to discount future cash flows to the  present....

We all can study economics and finance to learn how markets are supposed to work. Economic data and financial metrics are always helpful, but understanding prevailing investor psychology is essential...

One iron rule of investing is what looks inevitable in hindsight was far from evident at the time - a reality highlighting the importance of managing portfolio risk.....

Investing well has little to do with our intelligence and plenty to do with behavior.  Check Twitter, Instagram, or Facebook, and regardless of how markets or the economy are performing, inevitably, there's a cynical mob declaring....

People don't necessarily want the truth for many things in life - especially politics, relationships, and investing - we want certainty....

Throughout our investing lives, the decisions we make today, tomorrow, or next week won't matter as much as our actions during the small number of days...

History is driven by surprising events, but obvious events drive forecasting.  Our inability to predict the past never dampens our appetite to forecast the future....