Investment Commentary

October 13, 2025

The House Always Wins—Unless You’re Investing

I just finished watching the Carolina Panthers beat the odds and upset the Dallas Cowboys […]
September 30, 2025

Marathon—3rd Quarter 2025 Commentary

Marathon My son Carlton (23) ran a marathon last weekend. He and his friends chose […]
September 30, 2025

3rd Quarter 2025: Market and Economy

Nine months into 2025, headlines have been abundant—but so have returns. We’ve seen nonstop changes […]
June 30, 2025

Robots: On Progress and the Market’s Long View—2nd Quarter 2025 Commentary

Robots On Progress and the Market’s Long View My children accuse me of living in […]
June 30, 2025

2nd Quarter 2025: Market and Economy

Many quarters go by when watching the market can feel like the same old rerun. […]
May 1, 2025

Investment Ingredients: Combining Assets for Optimal Returns

Ever since I can remember, I’ve always enjoyed making baked goods at home. I love […]
March 31, 2025

New World Order? 1st Quarter 2025 Commentary

New World Order? March Madness took on a whole new meaning for me last month. […]
March 31, 2025

1st Quarter 2025: Market and Economy

Entering 2025, investors were feeling optimistic. After all, the S&P 500 had just delivered back-to-back […]
February 5, 2025

The Tortoise and the Hare: Why Most Investment Predictions Fall Short

Bedtime at the Bykovsky house is always an adventure. It feels less like a peaceful […]