James Tharin, CFA
Headwinds Should Become Tailwinds Soon
The total return for the S&P 500 for the 3rd quarter was a minus 3.27% although the major index has returned a positive 13.07% year to...
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James Tharin, CFA
- Jul 17
- 2 min
A Tale of Two Markets
The first half of 2023 is done and over and to the novice investor, the stock market looked incredibly strong. The S&P 500 booked a...
189 views0 comments
James Tharin, CFA
- Apr 6
- 1 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...
307 views
James Tharin, CFA
- Dec 15, 2022
- 2 min
Will 2023 Be A Better Year?
Most people are well aware that stocks have been under pressure this year. The first chart below shows the selloff as most laypeople...
430 views
James Tharin, CFA
- Oct 7, 2022
- 2 min
Watching the Fed
The broad US stock market indices finished down for the third quarter in a row with the S&P 500 coming in at minus 24.77, the Nasdaq down...
457 views0 comments
James Tharin, CFA
- Aug 30, 2022
- 2 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...
559 views0 comments
James Tharin, CFA
- Jul 13, 2022
- 2 min
Slowing Economic Activity and Rising Inflation - A Dangerous Combination
You’ve undoubtedly heard by now that the S&P 500 just had its worst six month start to any year since 1970 coming in at minus 20.58%. ...
598 views0 comments
James Tharin, CFA
- May 25, 2022
- 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...
893 views0 comments
James Tharin, CFA
- Apr 11, 2022
- 2 min
In Case you Haven’t Heard
I hate to be the bearer of bad news but…various parts of the yield curve have started to invert. If I haven’t already lost you, please...
590 views0 comments
James Tharin, CFA
- Feb 17, 2022
- 1 min
The Cat is on the Fence - Which Way will he Jump?
It appears that the bounce off the Covid lows in the S&P 500 that started in late March of 2020 has come to an end, but only temporarily....
293 views0 comments
James Tharin, CFA
- Oct 19, 2021
- 1 min
A Few Charts Worth Watching
The S&P 500 is above its long-term trend line going back to the 1960’s reflecting the post Covid rally. As we have written in the past ad...
415 views0 comments
James Tharin, CFA
- Jul 13, 2021
- 3 min
Time to Make a Few Trades?
Most of the clients of Emerald Asset Management are long term investors who want to participate in the growth of the economy by holding...
374 views0 comments
James Tharin, CFA
- Jan 13, 2021
- 3 min
From 1950 to 1981 to 2020 - The Big Picture
In 1981 the yield on the 10-year treasury bond peaked at around 15.5% after rising since 1950. Since the early 1980’s interest rates have b
386 views1 comment
James Tharin, CFA
- Oct 5, 2020
- 3 min
What about the Election?
My response is always the same. Political bets are almost always bad bets, at least in my opinion. First of all, this race in particular
273 views
James Tharin, CFA
- Jul 1, 2020
- 2 min
Second Quarter Review
The S&P 500 started this year at 3244.67 and closed out the second quarter out at 3100.29. That translates into a year to date loss of 4.45
112 views0 comments
James Tharin, CFA
- Apr 7, 2020
- 3 min
The Roaring '20's?
I think the last thing anybody needs right now is a recap of the first quarter. Unless you’ve been living under a rock, and I guess...
72 views0 comments
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
1,318 views
James Tharin, CFA
- Feb 24, 2020
- 2 min
Corona Virus Concerns Should Lead to a Buying Opportunity in US Equities
Today’s 1000 plus point drop in the Dow Jones Industrial Average is largely being attributed to increasing fears over the possibility...
706 views0 comments
James Tharin, CFA
- Oct 1, 2019
- 2 min
Investment Playbook - October 2019
The first sentence of our 2019 Mid-Year Outlook read “Congratulations, you just made it through another bear market! We think the...
752 views0 comments
James Tharin, CFA
- Aug 20, 2019
- 1 min
Not Making Money in Stocks? Here's Why
If your 401(k) feels flat there's a reason. A quick glance at the chart below shows that the Dow Jones Industrial Average is below its...
755 views0 comments
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