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The Cat is on the Fence - Which Way will he Jump?
It appears that the bounce off the Covid lows in the S&P 500 that started in late March of 2020 has come to an end, but only temporarily....

James Tharin, CFA
Feb 17, 20221 min read


A Few Charts Worth Watching
The S&P 500 is above its long-term trend line going back to the 1960’s reflecting the post Covid rally. As we have written in the past ad...

James Tharin, CFA
Oct 19, 20211 min read


Time to Make a Few Trades?
Most of the clients of Emerald Asset Management are long term investors who want to participate in the growth of the economy by holding...

James Tharin, CFA
Jul 13, 20213 min read


Hold Your Positions, it’s a Bull Market (duh)
As long term investors, which most of our clients are, the goal is to buy high quality equity investments and hold onto those investments

James Tharin, CFA
Apr 12, 20212 min read


From 1950 to 1981 to 2020 - The Big Picture
In 1981 the yield on the 10-year treasury bond peaked at around 15.5% after rising since 1950. Since the early 1980’s interest rates have b

James Tharin, CFA
Jan 13, 20213 min read


What about the Election?
My response is always the same. Political bets are almost always bad bets, at least in my opinion. First of all, this race in particular

James Tharin, CFA
Oct 5, 20203 min read


Second Quarter Review
The S&P 500 started this year at 3244.67 and closed out the second quarter out at 3100.29. That translates into a year to date loss of 4.45

James Tharin, CFA
Jul 1, 20202 min read


The Roaring '20's?
I think the last thing anybody needs right now is a recap of the first quarter. Unless you’ve been living under a rock, and I guess...

James Tharin, CFA
Apr 7, 20203 min read


Smart Money Versus Dumb Money – Which are You?
According to Investopedia “The basic efficient market hypothesis posits that the market cannot be beaten because it incorporates all
James Tharin, CFA
Feb 28, 20202 min read


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...
James Tharin, CFA
Feb 24, 20202 min read


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


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...
James Tharin, CFA
Oct 1, 20192 min read


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...
James Tharin, CFA
Aug 20, 20191 min read


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...
James Tharin, CFA
Jul 8, 20195 min read


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
James Tharin, CFA
Mar 1, 20193 min read


2019 - More Turbulence Ahead?
This post is a synopsis of our 'fearless outlook' for the US Equity Markets in 2019.
James Tharin, CFA
Dec 17, 20184 min read


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...
James Tharin, CFA
Oct 2, 20182 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....
James Tharin, CFA
Aug 10, 20181 min read


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...
James Tharin, CFA
Jul 16, 20182 min read


Get the Picture?
Value Line (Geometric) Average. The Value Line Geometric Composite Index is the original index released, and launched on June 30, 1961....
James Tharin, CFA
May 15, 20182 min read
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