James Tharin, CFA
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...
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James Tharin, CFA
Feb 28, 20202 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
1,474 views
James Tharin, CFA
Feb 24, 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...
1,070 views0 comments
James Tharin, CFA
Jan 9, 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...
1,101 views0 comments
James Tharin, CFA
Oct 1, 20192 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...
1,115 views0 comments
James Tharin, CFA
Aug 20, 20191 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...
1,118 views0 comments
James Tharin, CFA
Jul 8, 20195 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...
820 views0 comments
James Tharin, CFA
Mar 1, 20193 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
1,282 views0 comments
James Tharin, CFA
Dec 17, 20184 min read
2019 - More Turbulence Ahead?
This post is a synopsis of our 'fearless outlook' for the US Equity Markets in 2019.
1,139 views0 comments
James Tharin, CFA
Oct 2, 20182 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...
1,264 views0 comments
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
Jul 16, 20182 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...
532 views0 comments
James Tharin, CFA
May 15, 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....
1,281 views0 comments
James Tharin, CFA
Apr 8, 20183 min read
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,...
1,290 views0 comments
James Tharin, CFA
Feb 15, 20183 min read
Pullback, Correction or Bear Market?
People like using labels to describe stock market volatility. Generally speaking, most pundits describe a decline of less than 10% as a...
453 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
Sep 29, 20172 min read
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...
1,460 views0 comments
James Tharin, CFA
Sep 22, 20172 min read
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...
1,438 views0 comments
James Tharin, CFA
Sep 5, 20171 min read
Trying to Reason with a Hurricane Season
www.emeraldam.com The updated map shows the latest foretasted track of Hurricane Irma and all active tropical tracks and models...
1,379 views0 comments
James Tharin, CFA
Aug 22, 20171 min read
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....
391 views0 comments
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