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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...
James Tharin, CFA
Jan 9, 20202 min read
1,245 views
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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...
James Tharin, CFA
Dec 28, 20166 min read
1,505 views
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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...
James Tharin, CFA
Oct 18, 20163 min read
1,284 views
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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”. ...
James Tharin, CFA
Mar 21, 20162 min read
1,144 views
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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,...
James Tharin, CFA
Jul 16, 20151 min read
265 views
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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...
James B. Tharin, CFA
Jun 16, 20154 min read
726 views
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