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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...

James Tharin, CFA
Jul 8, 20242 min read
636 views


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
730 views
0 comments


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
751 views
0 comments


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
1,040 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
956 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
0 comments


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
0 comments


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
1,123 views
0 comments


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...

James Tharin, CFA
May 25, 20224 min read
1,558 views
0 comments


In Case you Haven’t Heard
I hate to be the bearer of bad news but…various parts of the yield curve have started to invert. If I haven’t already lost you, please...

James Tharin, CFA
Apr 11, 20222 min read
1,114 views
0 comments


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....

James Tharin, CFA
Feb 17, 20221 min read
296 views
0 comments


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...

James Tharin, CFA
Oct 19, 20211 min read
423 views
0 comments


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...

James Tharin, CFA
Jul 13, 20213 min read
381 views
0 comments


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

James Tharin, CFA
Apr 12, 20212 min read
667 views


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

James Tharin, CFA
Jan 13, 20213 min read
399 views
1 comment


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

James Tharin, CFA
Oct 5, 20203 min read
773 views
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