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...
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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...
755 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...
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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
918 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.
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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...
900 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....
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James Tharin, CFA
- Jul 16, 2018
- 2 min
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...
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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....
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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,...
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James Tharin, CFA
- Feb 15, 2018
- 3 min
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...
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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...
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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...
1,096 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...
1,075 views0 comments
James Tharin, CFA
- Sep 5, 2017
- 1 min
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...
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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....
382 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...
364 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....
930 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 ...
292 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...
430 views0 comments
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