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
- 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...
1,038 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...
1,041 views0 comments
James Tharin, CFA
- Jul 8, 2019
- 5 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...
743 views0 comments
James Tharin, CFA
- Dec 17, 2018
- 4 min
2019 - More Turbulence Ahead?
This post is a synopsis of our 'fearless outlook' for the US Equity Markets in 2019.
1,062 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...
1,187 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....
1,058 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....
1,204 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,...
1,213 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...
1,348 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....
383 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...
576 views0 comments
James Tharin, CFA
- May 19, 2017
- 2 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....
1,216 views0 comments
James Tharin, CFA
- Apr 3, 2017
- 3 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 ...
356 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...
643 views0 comments
James Tharin, CFA
- Dec 28, 2016
- 6 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...
1,284 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...
1,148 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...
1,014 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...
183 views0 comments
James Tharin, CFA
- Mar 21, 2016
- 2 min
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”. ...
999 views0 comments
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