Twenty 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 MoreRarely do things play out as planned. When we started 2016, people weren’t expecting Brexit, people weren’t expecting Trump, and to some degree, many people weren’t expecting the Fed to raise interest rates. What was expected...
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 MoreBack in the mid-2000s, a friend of mine was a trader at a small hedge fund firm. This firm had completed a great deal of analysis at the time, and identified the sub-prime lending issues that eventually came to a head in 2008,...
Read MoreWe are in a period of time where buy-and-hold returns from traditional asset classes are predicted to be very low in real terms. This is simply a matter of valuation. Equities and fixed income markets aren’t generating very much...
Read MoreEquity markets lost momentum in the latter half of August 2015, and for the first time in four years, the S&P 500 experienced a 10% correction. In spite of a strong October rally, volatility remained and we ended the year...
Read MoreWhen the markets took a nosedive in late August, this question started to crop up, and it’s been hanging around, wearing out its welcome for some time. If you owned a great piece of land, and the real estate market hit an...
Read MoreHave any of the indicators that we track started to turn to the bearish side? Yes. However, many of these indicators are “leading”, so the fact that an indicator has turned bearish doesn’t necessarily mean that stock market...
Read MoreMarket valuation has been featured in numerous media sources lately, with Forbes and others weighing in on whether U.S. stocks are overvalued. It is interesting to note that the Forbes article references a valuation figure that...
Read MoreDespite the ability to structure an investment strategy that mimics a strategy of a hedge fund, one can never really know what turn the market will make. Now is the time to look for strategies that do not correlate with stocks...
Read MoreAs we approached the end of 2012, widespread fear of going over the so called “fiscal cliff” was running rampant. In fact, based on the non-stop media onslaught, it felt more like we were approaching the edge of Niagara Falls in...
Read MoreWith the 2012 presidential election now in the rearview mirror, the big question on everybody’s mind is, “Where do we go from here?” After an estimated $5.8 billion spent on presidential and congressional...
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