Easy Money

Posted on Sunday, November 11th, 2018

Clients are asking what happens next and what do we do about it? Here are some excerpts from an interview Howard Marks did last month on his book tour. I believe it explains the process and what to do next very well.   What can investors do to make better investment decisions? …you have to… read more.

Investing’s Latest Magic Number

Posted on Sunday, November 4th, 2018

If you are looking for an answer as to why the market fell in October look no further than Jay Powell’s remarks in the first week of the month. On October 3rd Federal Reserve Chairman Jerome Powell said the central bank has a ways to go yet before it gets interest rates to where they are neither… read more.

A Wobble?

Posted on Sunday, October 28th, 2018

We thought that there could be more selling in store and, unfortunately, we were right. We saw that a break below the 200 DMA would set off the selling programs from quant funds and momentum players. The machines are still in charge here. It all seems quite calm and structured. In fact, the whole process… read more.