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Investment Commentaries

What is Gamma?

Posted on: March 23, 2014

  “You’ve got to be very careful if you don’t know where you are going, because you might not get there.” -Yogi Berra Evidently, a significant number of investors didn’t know where they were going after the market declines in 2008-09. They pulled out in meaningful numbers during the slide and stayed out during the […]

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The Financial Rollercoaster

Posted on: February 17, 2014

The world’s securities markets during the first half of the first quarter were as wild and exciting as a Mardi Gras parade – full of unexpected twists and turns. The markets bounced to the rhythms of Chinese production slowing, Chinese economy growing, snow, a new Federal Reserve Chairwomen, improved productivity, snow, improved consumer spending, unimproved […]

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The Value of Prognostication

Posted on: January 10, 2014

“Not moving because things are unfamiliar-and you haven’t bothered to learn how to operate on them-I think is really a crime. The uncertain is the unknown, and the unknown is the future, and you cannot predict the future. But the unfamiliar? You can learn how to operate in that.” -Orit Gadiesh Welcome to 2014. I […]

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Taper Tantrums

Posted on: October 15, 2013

Is This More of the Same? If you recall, last quarter’s report had a line graph of your account(s) performance for the quarter. The market started up in April and continued to advance until late May when Fed chairman Bernanke spoke about tapering. Then the markets plummeted until late June when Mr. Bernanke said he […]

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A Mixed Bag of Returns

Posted on: July 17, 2013

  The past quarter We hope you had refilled your blood pressure medication at the beginning of last quarter, that is, if you are prone to watching the hourly or even daily stock market fluctuations.  The NYSE Composite of over 1500 US companies and 330 non- US companies with a market capitalization (market value) of […]

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Managing Expectations

Posted on: April 21, 2013

We cannot, nor should not, expect the stock market(s) of the world to continue to perform in the future the way they did the first quarter of 2013. Some major domestic averages were up double digit amounts and many international markets also showed strong gains. There were losers, also. As interest rates started to firm […]

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A Look Back on 2012

Posted on: January 10, 2013

Quarterly Report and Commentary January 2013 The Apocalypse That Didn’t Happen! 2012 opened with lingering concern about the weak US recovery, the debt crisis in Europe, political uncertainty around the world, and even the Mayan “end of the world” calendar. Many financial pundits had predicted another lackluster year for stocks and more market volatility. Some […]

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The Fiscal Cliff

Posted on: October 10, 2012

  Topics in this report include: The new report format. The Fiscal Cliff? The S&P Indices versus those active stock picking fund managers. Investor mistakes and regrets. Sucker punch?   The quarterly report format has changed! We hope you like the expanded, revealing, and colorful quarterly report. The top line has the account ownership name […]

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Discussion of Survey Results

Posted on: July 15, 2012

  First, in this report, I want to thank you for responding to the independent survey conducted by Advisor Impact for Ferguson Asset Management. The purpose of the survey was for you, our clients, to convey anonymously what we could be doing better as your financial advisor. The following is a partial summary of the […]

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Predictions vs Statistics

Posted on: April 21, 2012

In this report: We look at the recent market returns and look at predictability of returns for 2012. We are asking you to please take an independent survey. We look at how a small percent of stocks influence market performance. Barron’s magazine warning and other foibles. The song pick for 2012?   The First Quarter […]

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