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Investment Commentaries

When Lehman Fell

Posted on: October 12, 2018

Let’s take an unpleasant stroll down memory lane: Through the early and mid-2000s, home prices across the country surged. Americans purchased these homes, often with adjustable rate interest mortgages that carried lower “teaser” rates in the early years of the contract. The expectation was that home prices would continue to rise, allowing a cash out […]

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Context over Meaning

Posted on: July 10, 2018

“I do not fear truth. I welcome it. But I wish all of my facts to be in their proper context.” -Gordon B. Hinckley We have been writing this commentary for over 40 years. The purpose of these writings, as meandering as they often may become, has always been to provide you context. Context makes […]

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What Are We Protecting?

Posted on: April 13, 2018

“We are just an advanced breed of monkeys on a minor planet of a very average star. But we can understand the universe. That makes us something very special.”                                                                                   -Stephen Hawking Bayer, the German pharmaceutical company, came to terms and settled US antitrust concerns, to acquire Monsanto for $62.5 billion dollars1. For those […]

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Year End Commentary 2017

Posted on: January 25, 2018

“Let us not seek to satisfy our thirst for freedom by drinking from the cup of bitterness and hatred.” -Martin Luther King, Jr. For many, 2017 was a year of pessimism, anguish, fear, and anger. For 65,853,516 voters it was a defeat that was hard to swallow and, still to this day, hard to live […]

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The 1,000,000 Dow, The 6,000,000 Dow

Posted on: October 10, 2017

  “I have seen the future and it is very much like the present, only longer.” -Kehlog Albran Warren Buffett recently spoke at the Forbes magazine 100-year anniversary event and made a prediction about the future of the Dow Jones Industrial Averages: Dow 1,000,000. The press featured his “bold” prediction of a 1,000,000 Dow by […]

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Spring Cleaning & A Glimpse into The Past

Posted on: July 20, 2017

“Success is neither magical nor mysterious. Success is the natural consequence of consistently applying the basic fundamentals.” -Jim Rohn While doing some Spring (Summer) Cleaning, I came across a box of old media pieces I had written which was buried in the garage. In that box, I found a few fun items in this impromptu […]

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The Two Sides of Every Coin

Posted on: June 19, 2017

“No price is too high for a bull or too low for a bear.” -Unknown, Circa 1884 Amidst a near constant stream of seismic news, markets have been remarkably stable and consistent so far in 2017. As of the end of May, the total return of the S&P 500, in 2017, checks in at 8.66%1. […]

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The Burden of the News

Posted on: April 15, 2017

“Why should things be easy to understand?” –Thomas Pynchon Like me, perhaps you have been trying to figure out what is going on in the world. Lately, I have been having issues understanding a number of things. Things like the current political climate, the world’s military conflicts, liberals and conservatives, the affordable and unaffordable health […]

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Goodbye to the Year of the Monkey

Posted on: January 12, 2017

“We live, my dear soul, in an age of trial. What will be the consequence, I know not.” -John Adams to Abigail Adams, 1774 John Adams’ words, written 243 years ago, appear to substantiate the claim that history repeats itself. Today, many Americans are concerned about the consequences of the current domestic and international environment, […]

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The Election & The Media

Posted on: October 7, 2016

The third-quarter ended with a positive surge in many world markets and, here in the U.S., domestic markets had their best quarter of the year. The S&P 500 returned 3.85% and the Dow checked in with a 2.78% gain1. The Fed did not raise interest rates and the Brexit vote in June has not destabilized […]

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