2018 and older

So after what was beginning to look like a challenge to the market with a material sell off in January, the winds reversed in February returning all of what had been lost.  When finished, the returns in February wound up…

As investors we should be constantly looking for new and sustainable trends in our world.  Our eyes should focus on not only the newest and latest developments but on bigger, lasting impacts known in the science world as “paradigm shifts.” …

Oh how disappointed the bears of Wall Street must be.  We started 2014 with what could only be described as the ideal set up for the often forecast, but not seen in a while, 10% correction in the market. As…

This week as part of the monitoring and review process of our outside equity managers, we had the representative from the San Francisco based Matthews Funds in our office.  Matthews was one of the very early firms that saw what…

An eerie scene played out on Tuesday in Atlanta.  Long the butt of jokes is Southerners’ inability to drive in snow, but this week I witnessed at ground level how two inches of snow could bring a Metro area of…

Prior to this week there was a prevailing and broad consensus that the outlook for 2014 was good. Economic numbers had born out the improvement.  And yet in what could best be described as a blitzkrieg on the global markets, uncertainty raised…

The start to 2014 has been a far cry from the start of 2013 from the prospective of market performance. The 2013 January start felt like the starting line of a sprint as investors immediately seized on every bit of…

A friend called me this week to discuss TVs, specifically my experience in using a TV on my porch.  Several years ago we added a screened porch off the back of our home and I can attest that few things…

It’s that time of the year when major Wall Street firms have their brightest and smartest get together to give investors their insight into the upcoming year.  I would hate to guess the total compensation for this group of analysts…

2013 was another banner year for stocks with the S&P 500 Index rising 29.6%. Since March 9, 2009 the S&P 500 Index has risen 173% as investors have been greatly rewarded for taking risk.  A few years back price-earnings market multiples…