
“Challenge your preconceptions, or they will challenge you” – Vulcan (from Star Trek) Proverb
Investor Polarization
Dear Clients and Friends, We are less than a year from a presidential election, and over the next year you...
The Certainty of Uncertainty
Dear Clients and Friends, In markets, we know that the future is uncertain. We also know that changes taking place...
In the Sum of the Parts, There Are Only the Parts
Dear Clients and Friends, At its core, the stock market is a collection of business prices that are aggregated to...
“Interest Rates are Up and the Stock Markets Down” – Country Boy Can Survive by, Hank Williams Jr.
Dear Clients and Friends, Anyone who has financed a car, a home, an education, or a credit card understands the...
Santa Claus Rally or Lump of coal
Dear Clients and Friends, The 1972 Stock Trader’s Almanac mentioned a pattern that happened in December where markets tended to...
Investing is a mystery, not a puzzle
Dear Clients and Friends, Dr. Greg Treverton, a former Director for Risk and Security at RAND described the difference between...
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.