Buy Low Sell High

Stock Market Update
Written By James Tharin, CFA – President & Chief Investment Officer

At Emerald Asset Management we believe that most investors would avoid many investing pitfalls if they would follow three primary rules. To paraphrase Ned Davis Research:

  1. Don’t fight the trend,

  2. Don’t fight the Fed, and

  3. Beware the Crowd at Extremes

While the Trend and the Fed appear to be questionable, our favorite sentiment indicator shows that the crowd might be getting overly pessimistic which could set the markets up for the next leg up of the secular bull market that started in 2009. Our opinion would change if the S&P takes out the October 2014 lows at 1820.66 – highly unlikely in the near term, in our opinion.

James Tharin, CFA – President & Chief Investment Officer

James brings more than 30 years of investment management experience and broad knowledge across both fundamental and technical analysis. His specialty is building customized portfolios of individual stocks and bonds, thoughtfully tailored to each client’s goals and risk tolerance.

Before founding Emerald, James spent 22 years serving clients at A.G. Edwards and Wells Fargo Advisors. A proud Rocky Mount native, he’s deeply involved in the community and has held leadership roles with the CFA Society North Carolina, as well as several local nonprofits and civic boards.

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