Rumblings

Posted on Sunday, July 1st, 2018

We hate when we are not clear. We get questions all the time about clarification. The problem is that the rules handcuff us so that we cannot get too specific as that would constitute advice as per the regulators and we always follow the rules. Suffice to say that there are rumblings in multiple areas… read more.

1999 Redux?

Posted on Saturday, June 23rd, 2018

Trade wars and tariffs continue to grab the headlines as small and mid cap stocks in the United States outperform. The theory is that small and mid cap stocks will not suffer as much as their large caps brethren due to their lack of international sales. Lately, what has piqued our interest is the tremendous… read more.

Melt Up Redux

Posted on Sunday, June 17th, 2018

We got a great peak at what hedge fund legend Paul Tudor Jones is up to in an interview with CNBC last week. The publicity shy manager does not often give interviews and is most well known for calling the 1987 crash to the day. In his latest interview he is calling for a melt… read more.