“Challenge your preconceptions, or they will challenge you” – Vulcan (from Star Trek) Proverb
Markets Exist to Serve Investors
Dear Clients and Friends, The trading of securities for the purpose of making a market to buy and sell securities...
“Strategy is a pattern in a stream of decisions” – Henry Mintzberg
Dear Clients and Friends, What does the investor make of things like Trade Wars, inverted yield curves and a potential...
Rules of Investing: “Diversify… there is safety in numbers” – Sir John Templeton
Dear Clients and Friends, One of the most important concepts in investing is the idea that a well-diversified portfolio will...
Time Zones and Interest Rates
Dear Clients and friends, Had you needed to know the time in 1825, you had 2 choices, the town clock...
It isn’t likely, but it never is
Dear Clients and Friends, In July of 2006 something revolutionary happened and no one seemed to notice. The website “Twitter.com”...
Pessimism Sells, Optimism Works
Dear Clients and Friends, The cost of living continues to rise, the world is full of conflict and the threat...
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All investing involves risks including loss of principal. No strategy assures success or protects against losses.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
The information presented is for educational and informational purposes only and is not intended as a recommendation or specific advice. Cryptocurrency and cryptocurrency-related products can be volatile, are highly speculative and involve significant risks including: liquidity, pricing, regulatory, cybersecurity risk, and loss of principal.