Controlled Burn

Posted on Saturday, November 5th, 2016

I believe risk is most when we feel it least and the risk is least when we feel it most. -Steve Blumenthal CMG I read Steve Blumenthal’s weekly blog On My Radar every week. I don’t always agree with Steve but he always makes me think. His take on risk really struck a chord with me. read more.

You’ve Got Mail

Posted on Saturday, October 29th, 2016

Just when I thought I was out. They pull me back in.  – Michael Corleone Godfather III Was it Michael Corleone or James Comey Director of the FBI? Comey has to be thinking the same as the Godfather as Anthony Weiner’s emails have pulled Comey back into the Clinton investigation and thrown the election and read more.

Heavyweights

Posted on Saturday, October 22nd, 2016

Two heavyweight investors took to the airwaves this week to give their views on current markets and Federal Reserve actions. David Tepper who manages Appaloosa Management and is one of the more successful hedge fund managers noted that he is “pretty light in the market and we have a lot of cash”. He is “pretty read more.