The Great Escape

Posted on Saturday, June 24th, 2017

It is a 10 year anniversary for us this week. This week marks 10 years since our move to Georgia or as I like to call it “The Great Escape”. It also marks the 10th anniversary of the dawn of the financial crisis. Not a coincidence I assure you. Having traded through the Internet Bubble… read more.

Cross Your Fingers

Posted on Friday, June 9th, 2017

The parade of famous money managers coming out to proclaim that asset valuations are too high continues. This week’s contestants included Paul Singer of Elliott Management and Bill Gross from Janus funds. Speaking at the Bloomberg Invest summit in New York, Bill Gross proclaimed that in regard to US markets as an investor you are “buying… read more.

The Sun Also Rises

Posted on Sunday, June 4th, 2017

How did you go bankrupt? Two ways. Gradually and then suddenly. – Ernest Hemingway – The Sun Also Rises We have been pointing towards a looming crisis in the municipal finance area. No, this is not a repeat from last week when we talked about the fiscal problems in the great state of Connecticut. It… read more.