Investment Commentary

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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…

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…

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…

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.…

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…

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…

Focus and Embrace the Confusion

FOCUS AND EMBRACE THE CONFUSION We would encourage readers not to stare at the “shiny” object. We would entreat people not to listen to the bombast from Washington or Mar-a-Lago.…

Merger News

MERGER NEWS We are pleased to announce that as of the close of 2016, Baldwin Management LLC completed a merger with RKM Advisors, Inc. located in West Chester, PA. Like…

Misdirection

Misdirection The goal of an illusionist is to focus audience attention on something which is not what the magician is actually doing. Crowd senses are preoccupied by intentional stimuli away…

4th Quarter 2016 Commentary

POLITICAL RISKS AND MULTIPLE CONTRACTION In early December, S&P Global, Inc., the credit agency stated that “the strength of institutions and quality of policy making can no longer be taken…
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