On The Edge

Posted on Sunday, June 23rd, 2019

It is so important to have a handle on your emotions when investing. Bonds, stocks and gold all seem to be headed to new highs as investors are buying everything that isn’t nailed down as central banks around the world loosen policy even further.  This move higher has investors on edge looking to chase asset… read more.

Roller Coaster

Posted on Sunday, June 9th, 2019

Healthy markets don’t rally 2% in one day as they did on Tuesday. This week the market was faced with President Trump launching trade wars against Mexico and India while the US GDP is slowing, Europe’s de facto economic leader Germany’s manufacturing is collapsing, global trade bell weather South Korea saw its exports collapse further… read more.

My #1 Rule of Investing

Posted on Sunday, May 19th, 2019

We are not market timers, we are risk managers, which means we gradually adjust our allocation in accordance with a shift in those warning flags for the level of danger in the market. Most money managers out there follow a blind buy-and-hold approach. That’s not a problem for investors in their 20s and 30s because… read more.