Commentary

Paradise Redefined

Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.

Commentary

Two Roads Diverged...

Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.

Commentary

A Body at Rest

Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.

Commentary

The Home Stretch

Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.

Commentary

Buckle Up

Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.

Commentary

The Road Not Taken

Making money in the financial markets doesn't require elaborate schemes or technical ambidexterity. One simply has to be patient and ready to deploy appropriate disciplines to take advantage of any inevitable opportunity.

Commentary

Not a Drop to Drink

The truth about water shortage isn't that we either have it or we don't. It's not an either/or proposition. In fact, it is much more complex than that. One of the greatest challenges the globe faces today is both the scarcity of and access to one of its most valuable commodities.

Commentary

All Things Big and Small

Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.

Commentary

Market Outlook

Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.

Commentary

Turn Turn Turn

Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.

Commentary

Market Outlook

Weekly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.

Commentary

Fundamental Tango

The economy and financial markets are forever sending out mixed, parallel, or confusing messages. Inflation or stagflation? Buy now, or take your profits? Proceed slowly, or go home? At this moment, the signals are hardly synchronized.
Commentary

Market Outlook

For those of us that have been around for awhile, we have come to recognize that each Federal Reserve Board Chairman has had a unique way of speaking and a unique personality. Remember the "Volcker Rules"? How about "Greenspan-speak"? Well, last week we had a chance to take a measure of the person, and her language, who currently presides over monetary policy, Fed Chair Janet Yellen. And while a snapshot is not necessarily a truism of the embodiment of the whole, there were a few takeaways, not the least of which was the market's (once again) overreaction to what was being said.
Commentary

Market Outlook

What's another 200 point down day (Dow) when you're having fun? The violent and excessive overreactions of the week prior were added to by Asia and Europe on Thursday/Friday past, just for good measure.
Commentary

Market Outlook

The irascible, and sometimes irrational, actions of the major indices this year should confirm for all observers that there's something at work in the financial markets that goes way beyond "traditional" fundamental analysis and good stock picking.