Tag Archives: portfolio management

Quarterly Outlook Summary

Pessimism is growing about the future direction of the markets as is speculation that valuations have become too high. These sentiments are not uncommon in strong markets. Sometimes it’s called climbing a wall of worry. The common ingredients for a … Continue reading

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Quarterly Outlook Summary

The economy continues to slowly gather steam as housing begins its long awaited recovery and as private sector business confidence and spending also recovers. On the other hand, the public sector, the government, continues to curtail its spending causing economic … Continue reading

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Quarterly Summary to Clients

The markets have recently been quite volatile due in large part to several factors previously mentioned, the weak economy, threatened sovereign bond defaults in Europe, and severe political partisanship in US Federal financial affairs. Consequently, our accounts are down significantly … Continue reading

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Quarterly Summary to Clients

The economic recovery, if you can call it that, remains very weak with high unemployment. The markets have been volatile due to a number of recent risks and uncertainties. This volatility has been exacerbated somewhat by the sovereign debt crises … Continue reading

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My 2010 Year-end Summary to Clients

To My Clients: Our accounts were up 12.5 % for the Quarter and up 22.5 % for the year 2010. We are very gratified to have obtained excellent returns and performance for another year in a difficult economy and despite … Continue reading

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Repost – “Don’t Fight the Fed.”

by Joe Does this rule really still apply? Comparisons of economic conditions of today with those of the Great Depression abound, as well as comparisons with Japan’s “lost decades”, most implying that we are doomed to a repeat of those … Continue reading

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