High and Rising

Posted on Saturday, January 21st, 2017

“Is Trump aggressive and thoughtful or aggressive and reckless?” – Ray Dalio  Davos World Economic Forum 1/18/17 And we sit and we wait. How will Trump preside? The market and market players would have been more at ease with a Clinton presidency. She would have been easier to predict. Trump is different. He does not… read more.

When Everyone Agrees

Posted on Saturday, December 31st, 2016

Here is a short blog today as we are currently writing our end of the year letter and formulating our investment thesis for 2017. Bob Farrell was an absolute legend during his 5 decades on Wall Street and finished his career on the Street as the Chief Strategist at Merrill Lynch. Farrell encapsulated his 45… read more.

Buckle Up

Posted on Saturday, December 17th, 2016

In the 1st Quarter of 2017 it will mark 8 years of the bull. Valuations are elevated to say the least but new policies from the White House and Republicans may give another boost to the market. A new resident at 1600 Pennsylvania Avenue can introduce risk to the market. A new leader in the… read more.