Duffy's Crystal Ball Report: The End of the World
14 days ago • 4 min readEconomically speaking, I know that it feels a bit like the end of the world right now. Are things pretty uncertain at the moment? Obviously. Does the horizon look pretty gloomy? Undoubtedly. Until this trade war is behind us, the craziness will probably continue. And it may be a while. There’s only one person in the world who could know when this might come to an end, and I’m not sure even he knows what the timeline looks like. But you know what? It’s all going to be okay. I mean that most...
READ POSTDuffy's Crystal Ball Report: Tariffs: A Buying Opportunity?
15 days ago • 4 min readDuffy's Crystal Ball Duffy's Crystal Ball Report: “Tariffs: A Buying Opportunity?” Hello Reader Just a couple of weeks into his second term, President Trump is picking up right where he left off by imposing new tariffs as he seeks to push his policy agenda forward. As is always the case in these notes, I’ve done my level best to be as apolitical as possible[1]. My only goal here is to help everyone better understand tariffs and their potential impact, clear up some misconceptions, and discuss...
READ POSTDuffy's Crystal Ball Report: Signal in the Noise: Q1 in Review
22 days ago • 6 min readDuffy's Crystal Ball Duffy's Crystal Ball Report: Signal in the Noise: Q1 in Review Hello Reader I'm excited to share our review of the 1st quarter of 2025 that we call "Signal in the Noise." This phrase is comprised of two important components: Signal is meaningful information, and Noise is the random, often unwanted, distraction that interferes with the signal itself. In a world filled exclusively with "breaking news," it can be difficult to maintain the long-term perspective required to be...
READ POSTDuffy's Crystal Ball Report: The 5-Year Anniversary of Chaos
about 1 month ago • 3 min readDuffy's Crystal Ball Duffy's Crystal Ball Report: “The 5-Year Anniversary of Chaos” Hello Reader “The 5-Year Anniversary of Chaos” It’s a unique quirk of humanity that the further removed we are from major historical events, the more mundane they seem to have been. Even just five years ago feels like a lifetime ago, but it was a wild time. Today, I want to offer a very brief review of the COVID crash as I believe there are a few lessons that might help us endure our current environment. While...
READ POSTDuffy's Crystal Ball Report: Well, That Escalated Quickly
about 2 months ago • 3 min readDuffy's Crystal Ball Duffy's Crystal Ball Report: “Well, That Escalated Quickly” Hello Reader What happened to all the optimism from a month ago?! It’s long gone. It’s like it evaporated overnight. Last week, with the market down a mere 3%, something interesting happened: Investor sentiment fell off a cliff. According to the American Association of Individual Investors[1], last week’s investor sentiment reading reported some of the lowest levels of optimism and the highest levels of pessimism...
READ POSTDuffy's Crystal Ball Report: Cybersecurity Edition
about 2 months ago • 4 min readDuffy's Crystal Ball Duffy's Crystal Ball Report: Cybersecurity Edition Hello Reader In this issue: Hack-Proof Your Wi-Fi Usage Savvy Cybersecurity quick links Cybersecurity shorts Software updates Hack-Proof Your Wi-Fi Usage Public Wi-Fi is everywhere—at coffee shops, airports, hotels, and even public parks. It’s convenient, but it can also be a hacker’s playground. If you’re not careful, your personal data, passwords, and even financial information could be exposed. So, how do you stay...
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