James Tharin, CFA
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
Jul 17, 20232 min
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...
529 views0 comments
James Tharin, CFA
Apr 6, 20231 min
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...
662 views
James Tharin, CFA
Dec 15, 20222 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...
737 views
James Tharin, CFA
Oct 7, 20222 min
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...
462 views0 comments
James Tharin, CFA
Aug 30, 20222 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...
873 views0 comments
James Tharin, CFA
Jul 13, 20222 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%. ...
904 views0 comments
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