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Investment Commentaries

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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Should We Have Listened to the Bears?

Posted on: September 7, 2016

I’ve lead off a few commentaries this year with the same basic refrain: it’s been an interesting year so far. We’ve seen a lot of unusual events and with a historic election still looming, I’m sure we’re poised for at least a couple more. I want to highlight two notable events from this year and […]

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Brexit Fallout & Interest Rate Worries

Posted on: July 13, 2016

“A difference between a democracy and a dictatorship is that in a democracy you vote first and take orders later; in a dictatorship you don’t have to waste your time voting.” -Charles Bukowski Brexit As I’m sure you are aware, the citizens of the United Kingdom have voted to terminate their membership with the European […]

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Election Cycle Effects

Posted on: April 15, 2016

“I holdout, that a little rebellion, now and then, is a good thing, and as necessary in the political world as storms in the physical.” -Thomas Jefferson   This July, some are wondering whether we will see political rebellion when leaders come together for the Republican National Convention in Cleveland. As long term investors, we […]

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The Folly of Forecasting

Posted on: March 8, 2016

“No man ever looks at the world with pristine eyes. He sees it edited by a definite set up customs and institutions and ways of thinking. -Ruth Benedict, Anthropologist   Hasn’t this year been a real trip so far? A plunging stock market, giant rallies, Trump, Rubio, Sanders, Clinton, and maybe Bloomberg? The Broncos over […]

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Bubbles in China and Fear in the Media

Posted on: January 28, 2016

John Ferguson, Principal My initial plan for this quarter was to discuss the changes that have been made to social security benefits. However, in the wake of some recent financial events, I feel it would be prudent to address the concerns our clients are having over what’s being shown on the news. At the end […]

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