by Colin Symons, CFA | Mar 12, 2020 | Uncategorized
We want to tell you what we are seeing, and what we are thinking. This will be an overview, and we likely will follow up with additional communications as matters evolve. We have a core investment process we have built, and believe in, to help us manage assets in all...
by Colin Symons, CFA | Feb 24, 2020 | Uncategorized
There’s quite a lot going on in the financial markets and in the world – so much that I don’t think I can go into great detail. But here are some highlights: On the one hand we have the biggest mix of potential market-impact problems I have seen in...
by Colin Symons, CFA | Jan 10, 2020 | Uncategorized
However you want to look at it, the stock market has been having quite a run. The market returned over 30% in 2019, and for the decade 2010-2019 the S&P 500® Index has a CAGR (Compound Annual Growth Rate) of 13.5%, well above the long term average of slightly less...
by Colin Symons, CFA | Oct 16, 2019 | Uncategorized
Don’t let facts get in the way of a good story. That’s what we tend to see towards the end of a bull market, whether we’re talking about tulip bulbs, Nifty Fifty stocks of the 1970s, tech stocks in 2000, or our present spate of unicorns (IPO startup...
by Colin Symons, CFA | Sep 18, 2019 | Uncategorized
There was a book written in 2001 by Richard Bernstein titled Navigate the Noise. That certainly seems like an appropriate topic for today’s market. With the rise of algorithmic trading and low liquidity (few ready buyers in volume at current prices), it’s...
