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The demise of FTX

The Demise of FTX

The demise of FTX has sent a shockwave through the blockchain, and financial sector this week. Just a short time ago, the former CEO, Sam Bankman-Fried, and his exchange FTX were lauded as the best-of-the-best

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Gimme Three Steps

Gimme Three Steps

In our estimation, a good way for investors to remember the three pieces of information needed before markets stabilize can be taken from a key line in the 70’s Southern Rock Group Lynyrd Skynyrd’s famous song, “Gimme Three Steps.”

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Lifting Weights While We W.A.I.T.

Lifting Weights While We W.A.I.T.

As Americans, we find it very difficult to wait for anything – let alone for the days of positive equity markets to return once again. So, when we are asked to wait, two questions arise: “What are we waiting for?” and “What do we do while we are waiting?”

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The Delusion of Passive Investing

The word delusion carries with it several meanings, all of which are not very complimentary. According to the online version of the Oxford Dictionary and we quote: delusion de•lu•sion– noun “a false belief or judgement

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Could It Really Be Different This Time?

Just like serious golfers cringe at the five words, “You are not there yet.”, investment portfolio managers are careful not to utter the worst five words in their profession, “Things are different this time!”

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All Gain, No Pain

The inverse of the famous saying “No Pain…No Gain” which was used by many exercise gurus in the 1980s best epitomizes a stock market that climbs the wall of worry with minimal pullbacks. According to

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Mommy, Read Me A Bedtime Story

Anyone who has raised children remembers one of the biggest struggles is trying to appease a toddler who suffers from nighttime anxiety. Once children get hooked, they beg their parents to keep reading and reading.

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Inflation Nation or the Roaring 20’s Redux?

As we sit halfway through 2021, the official first year of the 2020s, we try to determine whether the decade of the 2020s usher in the redux of the Foxtrot Dance popularized in the 1920s or the dance known as the Hustle which exemplified the 1970s?

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Our 2021 V.A.L.U.E. Theme on Track to Date

Our 2021 V.A.L.U.E. Theme on Track to Date

As many of you know, in an attempt to better explain the construction of our portfolio models for a given forthcoming calendar year, we develop an acronym that describes various “sub-themes” that need to play out for our thesis to come to fruition.

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Ides of March

Ides of March

As we transition our thoughts as expressed above in the lead article regarding our V.A.L.U.E. Theme for the year 2021, we take a very intriguing look at the Roman calendar.

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