The Year of the Rat
On January 25th of 2020, the Chinese Zodiac Calendar flips to the year of the Rat, specifically Year of the Metal (Gold) Rat. I’m not...
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James Tharin, CFA
Aug 10, 20181 min read
The US Dollar - Strong and Getting Stronger
After sliding about 13% during calendar year 2017, the US Dollar seems to have broken its downtrend and it appears to want to move higher....
1,135 views0 comments
James Tharin, CFA
Jan 2, 20183 min read
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...
1,425 views0 comments
James Tharin, CFA
Aug 18, 20172 min read
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...
653 views0 comments
James Tharin, CFA
Feb 24, 20174 min read
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...
723 views0 comments
James Tharin, CFA
Dec 28, 20166 min read
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...
1,361 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...
1,137 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...
1,225 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...
191 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”. ...
1,076 views0 comments
James Tharin, CFA
Feb 4, 20162 min read
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...
966 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,...
197 views0 comments
James B. Tharin, CFA
Jun 16, 20154 min read
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...
656 views0 comments
James B. Tharin, CFA
Jun 9, 20153 min read
Rising Dividends – A Strategy for Income or Growth
If you think dividends are boring, think again. According to Stocks for the Long Run, by Jeremy Siegel, about two thirds of the real...
880 views0 comments
James Tharin, CFA
Feb 10, 20153 min read
Seven Steps to a More Secure Retirement
by James B. Tharin, CFA At Emerald Asset Management, we believe the foundation to building a more secure financial future begins with a...
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