Commentaries
You Don’t Give Adrenaline to a Healthy Patient…
WHY THE ADRENALINE? How healthy is the economy? GOT GOLD? Gold busts through to the upside WHERE ARE INTEREST RATES HEADED? If only you knew… U.S. STOCK MARKET PERFORMANCE back and forth with little progress SUMMARY OF INVESTMENT THEMES YOU DON’T GIVE ADRENALINE TO A HEALTHY PATIENT An adrenaline shot can restart your heart if it…
Read MoreApril’s Path Toward Prosperity
TAX SEASON What did you learn? THE FED AND THE ECONOMY Are debt levels too high? DIVERSIFICATION Don’t end up like Orioles’ Chris Davis SUMMARY OF INVESTMENT THEMES TAX SEASON DRAWS TO A CLOSE The 2018 Tax Season has drawn to a close. This is the first year people are able to gauge the effects…
Read MorePath Toward Prosperity
BEAR MARKET? Is this the beginning? PROBABILITIES Global Valuations and Future Proabilities CAUTION Risk Management INFLATION HEDGES Is gold ready to breakout or breakdown? SUMMARY OF INVESTMENT THEMES Are We In the Early Stages of the Next Bear Market? This is THE question on many people’s mind. You wouldn’t be normal if you didn’t wonder…
Read MorePath to Prosperity
SEE THE FOREST THROUGH THE TREES Are you a long-term investor? GLOBAL MARKET ACTION Volatility Increasing IMPEACHMENT Does it even matter? RISK MANAGEMENT Proceed with Caution GOLD Sentiment near 10 year lows SUMMARY OF INVESTMENT THEMES SEE THE FOREST THROUGH THE TREES All investors say they are in it for the long-term. We all may have different…
Read MoreOctober’s Path to Prosperity
SEEKING TO PROFIT FROM INVESTMENT REGRET Don’t let your emotions get the best of you SUMMARY OF INVESTMENT THEMES I was sitting down to write this month’s newsletter to address the recent volatility in the market when I decided to take a break and read this month’s issue of Morningstar from the venerable research…
Read MorePath Toward Prosperity, August 2018
THE AGE OF EVIDENCE-BASED INVESTING Is the finally the end of the Ouija board? WE ARE OUR GREATEST ENEMY TO SUCCESS Our emotions systematically hold us back THE DIFFERENCE BETWEEN VALUE AND GROWTH Why would you invest in growth? MOMENTUM ISN’T GROWTH Your gut instinct is wrong SUMMARY OF INVESTMENT THEMES THE AGE OF EVIDENCE BASED INVESTING Charlie Munger of…
Read MorePath Toward Prosperity, July 2018
HO HUM FIRST HALF OF 2018 Up and Down, Up and Down YTD ASSET CLASS RETURNS Hovering around flat for the year SENTIMENT VERSUS “REASONS” What is more powerful? IS THE INFLATION BOOGEYMAN AROUND THE CORNER? Are you prepared? SUMMARY OF INVESTMENT THEMES HO HUM START TO 2018 The first six months of 2018 are in the…
Read MorePath Toward Prosperity – June 2018
FED HIKES RATES What does it mean for you? HOW HIGHER RATES AFFECT YOUR DEBT Fixed and Variable rates respond differently WHAT ABOUT SMALL-CAP STOCKS? A check on small-cap valuations SUMMARY OF INVESTMENT THEMES FED HIKES RATES – WHAT DOES IT MEAN FOR YOU? When it comes to low interest rates we have been spoiled…
Read MoreMonthly Path Toward Prosperity- May 2018
WHAT IS NORMAL? How much volatility is normal? THINK LONG-TERM Hitch your wagon to long-term innovation WHERE ARE INTEREST RATES HEADED? If only knew… Quantitative Easing’s Effect on the Dollar Different than many had thought SUMMARY OF INVESTMENT THEMES WHAT ARE NORMAL STOCK MARKET RETURNS? This is a question I get from almost every new…
Read MoreMonthly Path Toward Prosperity -April 2018
SENTIMENT SHIFT Is Tech now evil? WHAT IS LIBOR? Should I care? IS THIS WHAT A BUBBLE LOOKS LIKE? Should I care? SUMMARY OF INVESTMENT THEMES SENTIMENT SHIFT It seems clear to me that sentiment within areas of the investing world has begun to shift. Previously, in “big data” or “big tech” it seemed as…
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