Chill in the Air

Posted on Sunday, October 14th, 2018

God, I love Fall. There is a Chill in the air, college football on television and the stock market gets really interesting. A chill wind blew through the markets this week. If you read our Quarterly Letter last week you know that we said that the selloff could come at any moment and come quickly.… read more.

The Hot Hand

Posted on Sunday, September 30th, 2018

  One thing about investing is knowing who to listen to. Howard Marks has a new note this week and we dropped everything to read it. Here are some of the pearls of wisdom he dropped this week. His new book is coming out and I, for one, can’t wait to get my hands on… read more.

Punchbowl

Posted on Sunday, September 23rd, 2018

This week our eyes started to focus on bond yields. They had a move higher this week and our favorite bond guru Jeffrey Gundlach noted that he sees 3.25% on the 30 year as the Maginot Line. He feels that if the US 30 Year bond closes above a 3.25% yield for two consecutive days… read more.