James Tharin, CFA
Alternative Investments: Beyond the 60 / 40 Portfolio
At Emerald Asset Management, our primary focus is managing stock portfolios for our clients. Our flagship strategy, called the Global...
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James Tharin, CFA
Apr 6, 20231 min
The Best Opportunities Usually Appear During Recessions, Not After
We believe that the economy is currently in or about to be in a mild recession. Most of the indicators that we monitor indicate that the...
660 views
James Tharin, CFA
Aug 30, 20222 min
Rule Number Two
The first three rules of investing in the stock market are: 1) the trend is your friend, 2) don’t fight the Fed, and 3) beware the crowd...
871 views0 comments
James Tharin, CFA
May 25, 20224 min
Stock Market Bottoms Don't Require Capitulation but it Sure Does Help
One of the advantages of getting older is experience and the wisdom that (supposedly) comes with it. I would say that over 30 years of...
1,209 views0 comments
James Tharin, CFA
Apr 12, 20212 min
Hold Your Positions, it’s a Bull Market (duh)
As long term investors, which most of our clients are, the goal is to buy high quality equity investments and hold onto those investments
667 views
James Tharin, CFA
Feb 28, 20202 min
Smart Money Versus Dumb Money – Which are You?
According to Investopedia “The basic efficient market hypothesis posits that the market cannot be beaten because it incorporates all
1,408 views
James Tharin, CFA
Mar 1, 20193 min
Somebody Lend Me a Dollar
The reason for the complacency about the national debt can it part be attributed to an Australian economist named Bill Mitchell. In 1990, M
1,223 views0 comments
James Tharin, CFA
Dec 17, 20184 min
2019 - More Turbulence Ahead?
This post is a synopsis of our 'fearless outlook' for the US Equity Markets in 2019.
1,080 views0 comments
James Tharin, CFA
Oct 2, 20182 min
Well, It's a Bull Market
I’ve been at the business of investing money for clients and myself for 27 years - almost to the day. I didn’t know it then but after my...
1,205 views0 comments
James Tharin, CFA
Oct 18, 20163 min
Building a Better Bond Portfolio
A well constructed bond portfolio can stand-alone as a total portfolio or as part of a broader asset allocation strategy. There are many...
1,078 views0 comments
James Tharin, CFA
Sep 19, 20162 min
The Valuation Bears Have it Wrong
In today’s low return environment, investors are scrambling to find higher yielding investments in order to fund future or a current...
1,166 views0 comments
James Tharin, CFA
Jun 22, 20162 min
What You Don't Know about Investing
It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so. -Mark Twain I recently got...
541 views0 comments
James Tharin, CFA
May 4, 20163 min
What's in Style on Wall Street
Whether your game is growth or value, momentum, low volatility or indexing, strategies with strong academic underpinnings generally work...
190 views0 comments
James Tharin, CFA
Mar 21, 20162 min
Better than Bonds
Some years back I used to enjoy reading a research report that was published periodically by Credit Suisse called “Better than Bonds”. ...
1,017 views0 comments
James Tharin, CFA
Feb 4, 20163 min
What to do if you see a Bear
It’s been well publicized that the month of January 2016 was not the worst January in history for US equities - it was the second worst. ...
1,042 views0 comments
James Tharin, CFA
Dec 1, 20155 min
Why Value Investing is Under Performing Growth Investing
Nobody can predict the future with absolute certainty – nobody. However, in this business, we deal in probabilities, then we monitor and...
1,145 views0 comments
James Tharin, CFA
Nov 18, 20153 min
It Wasn't Raining When Noah Built His Ark
I can’t remember when I first heard the phrase that is the title of this article. But I’m fairly certain it’s been around for a while...
254 views0 comments
James Tharin, CFA
Oct 28, 20152 min
Lessons from the 10th Hole
I started my career on The Street of Dreams in October of 1991 as a stock broker with one of those many great regional brokerage firms...
950 views0 comments
James Tharin, CFA
Sep 21, 20154 min
To Index or not to Index…..
…..is missing the point altogether. I’m very well aware of what many studies say but I don’t think those studies adequately address the...
901 views0 comments
James Tharin, CFA
Jul 16, 20151 min
A Primer on Fixed Income Investing
Since a bond is by definition a loan to an entity such as a government (U.S., agency or foreign), a corporation or a municipality,...
138 views0 comments
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