James Tharin, CFAOct 3, 20232 minHeadwinds 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, CFAJul 17, 20232 minA Tale of Two MarketsThe 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, CFAApr 6, 20231 minThe Best Opportunities Usually Appear During Recessions, Not AfterWe 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, CFADec 15, 20222 minWill 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...
