If you’re a baseball fan, or a Michael Lewis fan, or even a Brad Pitt fan, you’ve probably heard of Moneyball. The book, and later the movie, was based on how Oakland A’s GM, Billy Beane, changed how professional baseball...
Read MoreTwice per year, Greg Stewart takes a look from the shoreline to give us an idea of what to expect in the months ahead. We call it his Surf Advisory. As the Trades Turn: So Far in 2017 2017 has brought us a great deal of...
Read MoreTwenty years ago, I started in the investment industry. It was the peak of the Tech Boom, a time when it was rumored that a broker with a newspaper and a handful of darts could put together a portfolio as wildly successful as...
Read MoreIn the long-running British sci-fi series, Doctor Who, a Time Lord travels throughout time and space in a time traveling ship called the TARDIS. The Doctor is able to travel backwards and forwards, observing and learning, and...
Read MoreOn a cold day in late December 2011, a wild wolf was confirmed in California for the first time in nearly a century. Wildlife officials have indicated that the lone male wolf, dubbed OR-7, made the long, solo journey to the...
Read MoreAs I sat with a client recently, we discussed the knee-jerk reactions that occurred in the wake of the presidential election. First, the world markets were down heavily overnight, but on the following day, once the US trading...
Read MoreI was in San Diego recently, attending a conference. My wife and I decided to hang around a few extra days to enjoy the city and relax a little bit. We spent one of those days at La Jolla Shores, a small beach community that...
Read MoreMisdirected Focus The continual media focus on interest rate changes is missing the point to some degree – it’s paying attention to the ripple in the wave rather than the action in the tide. You need to look through these and...
Read MoreIn times of great emotion and “easy” investing, many are pulled toward what looks like the simplest solution: passive investment strategies. These can include buying-and-holding index-linked funds, principal-protected and...
Read MoreI recently took a cruise to Mexico with family and friends. It was a great experience; spending time with the kids, and relaxing with fewer worries than usual. On the last night of the cruise, a friend pulled me aside to talk,...
Read MoreThe marketplace is rife with concerns, discussion, and prognostication over the low, manufactured interest rates that have prevailed since 2008/2009. Last week, Federal Reserve Chairwoman Janet Yellen defended keeping rates...
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