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...
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James Tharin, CFA
Jul 8, 20195 min
2019 Mid-Year Outlook
Congratulations, you just made it through another bear market! We think the cyclical bear is heading back to his cave and that the...
762 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.
1,081 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...
1,206 views0 comments
James Tharin, CFA
Jul 16, 20182 min
US Stock Market Second Quarter Review
When I first started playing and working on the Street of Dreams in 1991, the Dow Jones Industrial Average was trading around 3000. On...
532 views0 comments
James Tharin, CFA
May 15, 20182 min
Get the Picture?
Value Line (Geometric) Average. The Value Line Geometric Composite Index is the original index released, and launched on June 30, 1961....
1,223 views0 comments
James Tharin, CFA
Jan 2, 20183 min
The Year of the Dog
In February of 2018 the Chinese Zodiac Calendar flips to the Year of the Dog, specifically the Year of the Brown Earth Dog. According to...
1,367 views0 comments
James Tharin, CFA
Aug 22, 20171 min
Watching the FANGs for an Entry Point
According to Bespoke Institutional, stocks broke a 58 day streak of trading without a market move of over plus or minus 1% on August 10th....
391 views0 comments
James Tharin, CFA
Aug 18, 20172 min
Stocks and Bombs
For the last week or so the conflict of words between North Korea and the United States seems to have changed from a rapid boil to a slow...
595 views0 comments
James Tharin, CFA
May 19, 20172 min
Do You Really Want to Sell This Market?
Even after the recent political news, stocks appear to be very close to all-time highs and trading in an established long term channel....
1,235 views0 comments
James Tharin, CFA
Apr 3, 20173 min
Investment Highlights - April 2017
Was it Really a 'Trump' Rally?' The 1st quarter of 2017 started out optimistically on the part of investors as the surprise “Trump ...
375 views0 comments
James Tharin, CFA
Feb 24, 20174 min
Is the Stock Market Really Overvalued?
With the strong bull run in stock prices since November, we have been reading more from the perma-bear community about how overvalued the...
662 views0 comments
James Tharin, CFA
Dec 28, 20166 min
2017 Outlook - Predictably Unpredictable
Chart 1 Anybody who has been in the investment business long enough knows the futility of forecasting financial events – especially when...
1,303 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...
1,167 views0 comments
James Tharin, CFA
Aug 15, 20163 min
How the Election Could Affect Your Investment Portfolio
It seems that every election year the pundits bloviate on why this cycle is different than any other election year in history. It...
1,033 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...
191 views0 comments
James Tharin, CFA
Feb 4, 20162 min
First Under Statement of 2016 - January was Rough!
Current Outlook If 2015 was flat and boring for investors, then 2016 has ushered in an unwelcome change to volatility and losses. We...
908 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. ...
1,043 views0 comments
James Tharin, CFA
Jan 4, 20161 min
Buy Low Sell High
At Emerald Asset Management we believe that most investors would avoid many investing pitfalls if they would follow three primary rules. ...
1,077 views0 comments
James Tharin, CFA
Sep 1, 20153 min
Because Investors Have Forgotten What a Stock Market Correction is......
Note: The comments below were sent to our clients on August 27th. Over the course of five trading days U.S. Equities as measured by the...
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