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, 20232 min read
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...
569 views0 comments
James Tharin, CFA
Jul 17, 20232 min read
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...
588 views0 comments
James Tharin, CFA
Apr 6, 20231 min read
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...
755 views
James Tharin, CFA
Dec 15, 20222 min read
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...
796 views
James Tharin, CFA
Oct 7, 20222 min read
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 read
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...
966 views0 comments
James Tharin, CFA
May 25, 20224 min read
Stock Market Bottoms Don't Require Capitulation but it Sure Does Help
One of the advantages of getting older is experience and the wisdom that (supposedly) comes with it. I would say that over 30 years of...
1,305 views0 comments
James Tharin, CFA
Feb 17, 20221 min read
The Cat is on the Fence - Which Way will he Jump?
It appears that the bounce off the Covid lows in the S&P 500 that started in late March of 2020 has come to an end, but only temporarily....
296 views0 comments
James Tharin, CFA
Oct 19, 20211 min read
A Few Charts Worth Watching
The S&P 500 is above its long-term trend line going back to the 1960’s reflecting the post Covid rally. As we have written in the past ad...
422 views0 comments
James Tharin, CFA
Jul 13, 20213 min read
Time to Make a Few Trades?
Most of the clients of Emerald Asset Management are long term investors who want to participate in the growth of the economy by holding...
381 views0 comments
James Tharin, CFA
Apr 12, 20212 min read
Hold Your Positions, it’s a Bull Market (duh)
As long term investors, which most of our clients are, the goal is to buy high quality equity investments and hold onto those investments
667 views
James Tharin, CFA
Jan 13, 20213 min read
From 1950 to 1981 to 2020 - The Big Picture
In 1981 the yield on the 10-year treasury bond peaked at around 15.5% after rising since 1950. Since the early 1980’s interest rates have b
399 views1 comment
James Tharin, CFA
Oct 5, 20203 min read
What about the Election?
My response is always the same. Political bets are almost always bad bets, at least in my opinion. First of all, this race in particular
537 views
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