Sizemore Insights

GMO’s Jeremy Grantham penned this in early 2009, during the pits of the financial crisis. It’s even more relevant today than then. My favorite quote: Life is simple: if you invest too much too soon you will regret it; “How could you have done this with the economy so bad, the market in free fall, and...Read More

This is by no means new news, but it’s still worth marveling at the spike in the VIX. Not only did it surpass the 2008 highs… it did so by a wide margin. And this ins’t over yet.Read More

Macquarie Infrastructure Company (MIC) faces challenges due to its exposure to aviation services. But even under the worst case scenario, the stock looks cheap.Read More

Even after the recent plunge, the market is far from "cheap." But there are plenty of individual stocks trading at fire sale prices.Read More

The median time from entering a bear market to hitting its eventual low is 71 days. The median loss from historical bear markets is 32.9%.Read More