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James Tharin, CFA
Sep 30, 20242 min read
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...
248 views
James Tharin, CFA
Apr 6, 20231 min read
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...
827 views
James Tharin, CFA
Aug 30, 20222 min read
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...
1,039 views0 comments
James Tharin, CFA
May 25, 20224 min read
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...
1,377 views0 comments
James Tharin, CFA
Apr 12, 20212 min read
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 read
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
1,515 views
James Tharin, CFA
Mar 1, 20193 min read
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
1,322 views0 comments
James Tharin, CFA
Dec 17, 20184 min read
2019 - More Turbulence Ahead?
This post is a synopsis of our 'fearless outlook' for the US Equity Markets in 2019.
1,178 views0 comments
James Tharin, CFA
Oct 2, 20182 min read
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...
1,303 views0 comments
James Tharin, CFA
Oct 18, 20163 min read
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...
1,176 views0 comments
James Tharin, CFA
Sep 19, 20162 min read
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...
1,264 views0 comments
James Tharin, CFA
Jun 22, 20162 min read
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...
605 views0 comments
James Tharin, CFA
May 4, 20163 min read
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...
192 views0 comments
James Tharin, CFA
Mar 21, 20162 min read
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”. ...
1,116 views0 comments
James Tharin, CFA
Feb 4, 20163 min read
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. ...
1,140 views0 comments
James Tharin, CFA
Dec 1, 20155 min read
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...
1,243 views0 comments
James Tharin, CFA
Nov 18, 20153 min read
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 read
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...
1,048 views0 comments
James Tharin, CFA
Sep 21, 20154 min read
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...
999 views0 comments
James Tharin, CFA
Jul 16, 20151 min read
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,...
237 views0 comments
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