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.

Afraid To Taper?

Posted on Friday, September 20th, 2013

Just when I think I’m out – they pull me right back in. – Ben Bernanke We suppose that you know that the above mentioned quote should not be attributed to Ben Bernanke but to one Michael Corleone. The Fed Chairman must have felt this way though as the FOMC decided not to pursue any… read more.