"If you mix politics with your investment decisions, you're making a big mistake." -Warren Buffett, 2017 . . . . . Today's headlines contain more compelling stories than an Appalachian family reunion. Forcing us to sit back and scan the horizon. As we attempt to identify the risks and opportunities extant in today's global marketplace. […]
Stocks rose ever so slightly last week. As the Dow Jones Industrial Average returned held the 25,000 threshold in its attempt to reclaim the January highs. Not to be outdone, the S&P 500 climbed back above 2,800. Where it currently sits 2.60 percent below January's record high. Having risen 4.3 percent on the year. The […]
Long-tail events represent those that occur on the tail ends of the statistical bell curve. Representing rare occurrences that exert a more dynamic impact on everyone and everything involved. Be that even good, or bad. These happenings represent the exception. Not the norm. They can be the two investments - out of 100 - that […]
Equity markets took it on the chin last week. Reeling like punch-drunk fighters clinging to ring ropes just to stay upright. The only market cap to eke out a gain was the S&P 600 Small-cap Index, which rose a meager 0.2 percent. The S&P 500 lost 0.88 percent. While the DJIA fell 1.82 percent. And […]
Occasionally, one's most epiphanic thoughts transpire at four in the morning. As the mind noodles through the day's detritus. As mine did last night. Having introduced Pulp Fiction to my son. I found myself considering Tarantino's character, Winston "The Wolf" Wolfe. Played perfectly by Harvey Keitel, Wolf is the classic fixer. Sui generis. Called upon […]
Last week saw the S&P 500 rise 1.6 percent as stocks elevated on four of last week's five trading days. Year to date, the index has grown by 3.09 percent. And ended the week only 3.27 percent below January's record high. Nine years into the economic recovery, there seems to be no trick of which […]
On Father's Day, June 19th, 2016, I was gifted the impossible. LeBron James and the Cleveland Cavaliers won the NBA title. Beating the highly favored champions of yesteryear, the Golden State Warriors. Much like this year's championship duel, the Warriors had the better team. Set NBA records for points. Shooting. Three pointers. They had the […]
Here’s your financial markets weekly report for May 26, 2018. Hoping everyone had an enjoyable Memorial Day weekend. Spent a bit of time remembering our fallen heroes. And reveling in the idea that summer has arrived. And while spring showers will soon give way to sunny summer horizons, investors should beware. As some pundits believe […]
What are the catalysts for the next financial crisis? On America's west coast reside a variety of geologic fault lines whereby the earth's large, shifting tectonic plates butt up against one another. Sometimes, these tectonic plates -- and the fault lines where they meet -- shift and move in such a way that we hardly […]
Here's your financial markets weekly report for May 18th, 2018. Equity indices finished lower last week. With the S&P 500, DJIA and Nasdaq posting slight losses. Small caps, however, managed a 1.6 percent gain. And now represent the best performing index year to date. I guess it isn't the size of the ship after all. […]
