Party Like It’s 1999??

Posted on Friday, October 18th, 2013

In our last blog post we mentioned that there was never any panic in the markets as investors remained confident that our leaders in Washington DC would come to a compromise at the last minute. They did and the only people that seem to be panicking now are the bulls. The stock market is up… read more.

Blackthorn Q3 2013 Quarterly Letter

Posted on Friday, October 11th, 2013

If you have read much of what I write (and I won’t hold you accountable if you don’t) you probably would have surmised by now that we are entering into what is my favorite time of the year. At least as far as investing goes. It doesn’t get more exciting then rounding the corner and… read more.

Congress Moving Markets

Posted on Friday, September 27th, 2013

Budget fight is weighing on the market although not as heavily as one would think. The Dow was down over 100 points early this morning but it seems to be more of a buyer’s strike then large institutional selling. Most managers have their portfolios positioned for the end of the quarter and are just battening… read more.