Place Your Bets

Posted on Sunday, February 7th, 2016

Speaking to clients this week all the talk was about the Super Bowl, the election and how far markets have to fall. First of all, let’s just get the Super Bowl talk out of the way. We are of the sentimental type and are wishing that as this is Peyton’s Manning’s’ last rodeo we hope… read more.

The End of The World

Posted on Sunday, January 24th, 2016

The end of the world is a terribly bad bet but yet television pundits were out in force last week proclaiming the beginning of a bear market and perhaps the end of the world as we know it. The definition of a bear market is a market that is down 20% from its highs. At… read more.

Never Just One Cockroach

Posted on Saturday, December 19th, 2015

History suggests two immediate consequences from tightening: higher volatility and lower valuations, meaning earnings and ultimately the economy are left to drive prices. Psychologically, bulls and bears will get an answer to a question that has lingered over markets: how much of the Standard & Poor’s 500 Index’s 202 percent jump since March 2009 is… read more.