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Insights | McFaddin on the Markets 14 Articles
Saturday, October 24, 2026
You Can’t Sell Origami
McFaddin on the Markets
Your mental model is your most valuable asset as an investor — which is exactly why you’ll overprice it. So how should quality investors read three years of being told they’re wrong?
Saturday, July 25, 2026
Hey Chat, Should I Take an Investment Holiday?
McFaddin on the Markets
Summer is here, but your portfolio shouldn't take a vacation. With the AI boom concentrating market profits and data center buildouts facing major delays, market volatility could be creating new buying opportunities.
Wednesday, May 13, 2026
Navigating the Maze: Can Factor Investing Map a Way Out?
McFaddin on the Markets
The headlines keep coming, and they’re very good at making everything feel dire. When this constant noise makes it harder to sit down and think clearly about your portfolio, let alone make a decision you feel good about, factor investing can bring some structure to your approach.
Wednesday, April 01, 2026
Patiently Active: Investing with Heightened Geopolitical Risk
McFaddin on the Markets
The world doesn’t pause for our financial plans. How do we adjust our own paths forward in spite of global unrest?
Saturday, March 07, 2026
All That Glitters
McFaddin on the Markets
When volatility rises, is gold worth the hype?
Thursday, January 15, 2026
Guiding Our Own Sleigh: Why We Believe in Stock Selection Over The Old Tales
McFaddin on the Markets
Some investors treat the beginning of January like a kind of Groundhog Day indicator for the rest of the year. Is it worth the hype?
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