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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...

James Tharin, CFA
Oct 3, 20232 min read
788 views
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A Tale of Two Markets
The first half of 2023 is done and over and to the novice investor, the stock market looked incredibly strong. The S&P 500 booked a...

James Tharin, CFA
Jul 17, 20232 min read
809 views
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The Best Opportunities Usually Appear During Recessions, Not After
We believe that the economy is currently in or about to be in a mild recession. Most of the indicators that we monitor indicate that the...

James Tharin, CFA
Apr 6, 20231 min read
1,082 views


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...

James Tharin, CFA
Dec 15, 20222 min read
991 views


Watching the Fed
The broad US stock market indices finished down for the third quarter in a row with the S&P 500 coming in at minus 24.77, the Nasdaq down...

James Tharin, CFA
Oct 7, 20222 min read
462 views
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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...

James Tharin, CFA
Aug 30, 20222 min read
1,198 views
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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%. ...

James Tharin, CFA
Jul 13, 20222 min read
1,158 views
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