Commentary

Summer Break

Summer Break

Summer Break…If you are not already on break, then you are thinking about busting out soon to take some days off before the Q2 earnings season hits in three weeks. This is the last week of June and the second quarter so expect some window dressing into the July 4th holiday weekend. It is pretty easy to see which sectors PMs do not want to show ... [read more]

4 Ways to Discover an Elephant Bull Market

4 Ways to Discover an Elephant Bull Market

The Silk Road was an ancient network of trade routes connecting the East to West for centuries.Named after the lucrative silk trade, the route was forged in 200 BCE by the Han dynasty.Its usefulness extended into the Roman Empire and Medieval times until its final demise in the 1300's under the Mongol hoards lead by Genghis Khan.The ... [read more]

It’s Tango Time…

It's Tango Time

As the VIX flirts with single digits, the S&P 500 has been flopping around like a live fish on deck. But for U.S. investors in foreign equities, the music continues to play as cheaper valuations overseas and a weaker U.S. dollar pushed fund flows into other geographies. As you might have guessed, Argentina has led the way with a 40% gain for ... [read more]

Repositioning

Repositioning…

While the world’s superpowers reposition their military strength toward the borders of North Korea, the financial markets look to be following closely in their wake and reordering their asset weighting toward one of less risk.

3 Tips for a Successful Distressed Energy Investment

3 Tips for a Successful Distressed Energy Investment

Being a contrarian means you drink upstream from the proverbial herd. But buying what is out of favor, hammered down in price … is emotionally tough to do.

March Madness

March Madness

Politics or Basketball? Either way, how is your March Madness bracket looking? The financial markets are watching their post-election bets ever so closely.

How Geopolitical Forces Influence Markets

How Geopolitical Forces Influence Markets

In our post-Cold War world, geopolitical developments have become larger and more frequent—and because these developments affect market and currency prices, investors need to navigate them.

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One Audacious Move that Set Me Up for Success

Risk taking can pay off, but watching your investment like a hawk is a must.

Center Stage

Center Stage…

While politics and the new government’s agenda is still very much in the news, investor interest last week shifted to the bigger picture.