Investment Management
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Investment Management
UP, UP AND AWAY MY BEAUTIFUL BALLOONS………
We have written in the past about a world which is experiencing a spate of synchronized economic growth, which we expect to continue at least through 2018, barring any “Black Swan” event.…
Investment Management
Lookin’ and Feelin’ Good…
We are now past the nine-month mark and coming around the turn for the year end finish of 2017. The cacophony emanating from Washington has almost overwhelmed the listening capacity of most investors. Thankfully, those…
Investment Management
Top Spotting…
We would never attempt to “call a top” in markets for we think that “a fool’s errand”. But we are mindful that prices do not rise forever. There are plenty of pundits who have worried…
Investment Management Uncategorized
Moving On Up…
As we come to the close of summer, equity investors around the world have enjoyed stock markets which have not suffered from the “sell in May and go away” syndrome which has too oft’ marred…
Investment Management
What If…
Elon Musk is working hard to make people believe the future for transport lies with electricity. He is producing a second model of his Tesla and other automobile manufacturers are announcing their entrants into the…
Investment Management
Cacophonous Politicians Ignored …
The discordant noise level seems only to increase each day out of Washington, London, Pyongyang, Seoul, Moscow, Tehran, Riyadh, Damascus, Baghdad, Paris, Brasilia etc. Bi-partisan, problem solving governance appears elusive. Media airwaves and print are…
Investment Management
Always Look To Fundamentals…
Happy Memorial Day and many thanks to those who have served and are serving our country without hesitation and with distinction. Barbeque party conversations today seem to have an overhang of gloom, tinged with worry…
Investment Management
Day 102
DAY 102… The first major political milestone of the Trump administration has been passed with an environmental march in Washington and a speech for the faithful in Harrisburg. We are now on day 102. The…
Investment Management