Macro David Keller Macro David Keller

The Return of Value?

Growth stocks have been on an incredible run for the last sixteen months, handily outpacing value names.  A recent breakdown in the growth to value range suggests this trend may be reversing.

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Macro David Keller Macro David Keller

Dialing Up the Dollar

One of the most important lessons I learned as an aspiring technical analyst was to consider multiple time frames in your analysis…

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Behavioral, Investing, Dataviz, Aviation David Keller Behavioral, Investing, Dataviz, Aviation David Keller

On Driving in Italy

We've fallen into a sort of daily routine for our Spring Break in Sicily.  Lazy morning at home, load the car up around 10:00, go exploring.  Lunch on the fly and a bonus gelato stop when we need a morale boost.  With very little English spoken, every step of this journey has been an adventure.  However, the most hair-rising and invigorating challenge has been driving in Sicily.

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Behavioral, Communication David Keller Behavioral, Communication David Keller

The Universal Language of Charts

My family and I are on Spring Break this week in Sicily.  We decided to go full immersion and rented a house in a small town outside of Palermo.  We travelled via Munich and had a couple days there to explore before heading to Italy.  As I had hoped and expected, we're learning so much about new people and places.  At the same time, we're learning a great deal about ourselves as well as the universality of the human condition.

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Those who can not remember the past are condemned to repeat it.
— George Santayana