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...
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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
721 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...
701 views0 comments
James Tharin, CFA
- Aug 10, 2018
- 1 min
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....
575 views0 comments
James Tharin, CFA
- May 15, 2018
- 2 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....
724 views0 comments
James Tharin, CFA
- Apr 8, 2018
- 3 min
Corrections are part of Normal Markets
“The game of speculation is the most uniformly fascinating game in the world. But it is not a game for the stupid, the mentally lazy,...
730 views0 comments
James Tharin, CFA
- Jan 2, 2018
- 3 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...
860 views0 comments
James Tharin, CFA
- Sep 29, 2017
- 2 min
We Call it the Golden Rule but Others Call it the Fiduciary Rule
There is a new law affecting the delivery of investment advice that is currently being phased into the regulatory mosaic of the financial...
899 views0 comments
James Tharin, CFA
- Sep 22, 2017
- 2 min
The First Question You Should Always Ask when Seeking Financial Advice
There has been a battle going on in Washington about how investment advice pertaining to your retirement savings will be delivered going...
878 views0 comments
James Tharin, CFA
- Aug 22, 2017
- 1 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....
381 views0 comments
James Tharin, CFA
- Aug 18, 2017
- 2 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...
362 views0 comments
James Tharin, CFA
- Feb 24, 2017
- 4 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...
428 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...
577 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...
665 views0 comments
James Tharin, CFA
- Aug 15, 2016
- 3 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...
532 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...
179 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. ...
541 views0 comments
James Tharin, CFA
- Jan 4, 2016
- 1 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. ...
580 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...
647 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...
234 views0 comments
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