by Colin Symons, CFA | Sep 13, 2021 | Uncategorized
If you just turn on your TV or computer and check how the big stock indices are doing, things have been pretty calm and steady. Under the hood, though, there are a lot of pent-up issues, starting with the myriad follow-on consequences in the financial markets from a...
by Colin Symons, CFA | Aug 16, 2021 | Uncategorized
In my June blog, The View – Bunny Slope or Matterhorn Slope?, I discussed the market consensus that any downside risk was most likely a Bunny Slope, rather than a major Matterhorn-like market downturn. Has anything changed since then? We haven’t seen any dramatic...
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...
