James Tharin, CFA
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...
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James Tharin, CFA
- May 25
- 4 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...
215 views0 comments
James Tharin, CFA
- Apr 12, 2021
- 2 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
461 views
James Tharin, CFA
- Feb 28, 2020
- 2 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
669 views
James Tharin, CFA
- Mar 1, 2019
- 3 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
471 views0 comments
James Tharin, CFA
- Dec 17, 2018
- 4 min
2019 - More Turbulence Ahead?
This post is a synopsis of our 'fearless outlook' for the US Equity Markets in 2019.
343 views0 comments
James Tharin, CFA
- Oct 2, 2018
- 2 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...
452 views0 comments
James Tharin, CFA
- Oct 18, 2016
- 3 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...
348 views0 comments
James Tharin, CFA
- Sep 19, 2016
- 2 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...
418 views0 comments
James Tharin, CFA
- Jun 22, 2016
- 2 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...
22 views0 comments
James Tharin, CFA
- May 4, 2016
- 3 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...
88 views0 comments
James Tharin, CFA
- Mar 21, 2016
- 2 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”. ...
287 views0 comments
James Tharin, CFA
- Feb 4, 2016
- 3 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. ...
314 views0 comments
James Tharin, CFA
- Dec 1, 2015
- 5 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...
419 views0 comments
James Tharin, CFA
- Nov 18, 2015
- 3 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...
215 views0 comments
James Tharin, CFA
- Oct 28, 2015
- 2 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...
223 views0 comments
James Tharin, CFA
- Sep 21, 2015
- 4 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...
172 views0 comments
James Tharin, CFA
- Jul 16, 2015
- 1 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,...
35 views0 comments
James B. Tharin, CFA
- Jul 1, 2015
- 2 min
The Art of Risk Management
Every good stock investor that I have ever met has some methodical, well thought out system for risk management that he or she can...
16 views0 comments
James B. Tharin, CFA
- Jun 16, 2015
- 4 min
How to Invest if You Think Stocks are Expensive & Interest Rates are Low
It’s taken me awhile to get here but I do believe that the Great Recession caused by the housing crisis of 2007 - 2009 is behind us and a...
24 views0 comments