by Colin Symons, CFA | Jul 7, 2021 | Uncategorized
I’ve spent a lot of time in my recent blogs, and in our current Quarterly Investment Letter, talking over the present economic and stock market situation, but here I want to focus more on what we’ve done with that information and what our current view is...
by Colin Symons, CFA | Jun 18, 2021 | Uncategorized
It’s been quite a year and a half. We moved from a quick, harsh recession and stock market decline to an even faster recovery. There seems to be fairly broad agreement that we’re currently seeing a lot of peak growth numbers in inflation, GDP, and earnings...
by Colin Symons, CFA | Mar 12, 2021 | Uncategorized
I want to elaborate why we’re positioned the way we are. I think it makes sense to start with where we’ve come from. For a very long time, we have had a stock market driven by low financing rates. This made any place where you could grow quickly through...
by Colin Symons, CFA | Mar 1, 2021 | Uncategorized
The environment in which we manage investment portfolios is becoming increasingly chaotic. Retail traders are a new force, we have daily jawboning from the Fed reassuring us that “all is well,” and we have nothing but positive Wall Street narratives. Then we look at...
by Colin Symons, CFA | Feb 2, 2021 | Uncategorized
We’re starting to see some of the more obvious issues come out of the heavy government interference we’ve seen in markets over at least the past decade. What I mean is that we’ve seen trillions in Fed support and Congressional stimulus, whether you...
