James Tharin, CFA
What About the Election – A Few Simple Charts
As we enter the election season leading up to November 5th, I expect increased market volatility and an increase in client inquiries...
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James Tharin, CFA
- Oct 3, 2023
- 2 min
Headwinds Should Become Tailwinds Soon
The total return for the S&P 500 for the 3rd quarter was a minus 3.27% although the major index has returned a positive 13.07% year to...
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James Tharin, CFA
- Dec 15, 2022
- 2 min
Will 2023 Be A Better Year?
Most people are well aware that stocks have been under pressure this year. The first chart below shows the selloff as most laypeople...
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James Tharin, CFA
- Aug 30, 2022
- 2 min
Rule Number Two
The first three rules of investing in the stock market are: 1) the trend is your friend, 2) don’t fight the Fed, and 3) beware the crowd...
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James Tharin, CFA
- Jul 13, 2022
- 2 min
Slowing Economic Activity and Rising Inflation - A Dangerous Combination
You’ve undoubtedly heard by now that the S&P 500 just had its worst six month start to any year since 1970 coming in at minus 20.58%. ...
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