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...
by Colin Symons, CFA | Sep 8, 2020 | Uncategorized
It’s been quite a run for the market over the last decade-plus, and after a little break for Covid-19 in the first quarter this year, the party picked right back up to hit new all-time highs. As Adam Button of ForexLive said, more and more people seem to be...
by Colin Symons, CFA | May 19, 2020 | Uncategorized
Much has happened over the last three months that has had me regularly shaking my head. I’ve talked about how ignorance has been bliss with tech companies, but it’s also happened elsewhere. For instance, in the last week a number of retail REITs have given...
by Colin Symons, CFA | May 5, 2020 | Uncategorized
An investor asked an important question on our April 28 quarterly conference call: How can anyone have a rigorous investment process when there are so many unknowns out there? I think that’s a very complicated question, and I want to go through it in more detail...
