What’s Been Working

As we have now turned the calendar to March this market has really rewarded what did not work last year. Small Caps have outperformed large caps, sectors like energy and financials have been the huge winners this year.  This can leave the glass half empty crowd asking, “how much longer can this run?”. There are […]

Talking SPAC

I know a lot of you watch a lot of business news networks. Whether it be Fox, CNBC or Bloomberg, you’ve undoubtedly heard the term SPAC. It’s the new hot topic. It stands for “Special Purpose Acquisition Companies”. Although these types of investment vehicles have been around for decades, there has been an explosion of […]

How much longer will it last?

The market and therefore office are closed today, February 15th in observance of Presidents’ Day. Trying to predict how long this bull market will run is like answering the question how long is a piece of string? In fact, just asking this question can lead you to the conclusion that we are not there yet. The […]

Back to Boring

To watch/listen to this week’s article please click here. We had some excitement last week with the #wallstreebets group pushing a couple of hedge funds to the brink, literally forcing at least one hedge fund to find capital to stay afloat. We are starting to see those securities that rallied due to the movement start […]


#WallStreetBets What the heck happened last week to a few securities, seemingly skyrocketing in a few hours trading and creating headlines on ALL the networks. Not just business, or political networks, but all of them.  Wallstreetbets is a discussion board on the Reddit platform. A quick look at the FAQs gives you an overview of what […]

New Era

It’s a new era…yes, we have a new President, but more interestingly, I’m now broadcasting from bed. Click here to watch this week’s unconventional update. A new administration took office last Wednesday, and with it came the fears of the effects of change. I’ve had everyone from friends, a few clients, as well as other Advisors tell […]

When Cash Can Be King

The past few weeks I’ve had a lot more bonds called and/or matured in the portfolios I manage than I can remember in a long while. There are a few reasons for this, however the most compelling reason would be the extraordinary offerings that were available when the bond markets froze in late March. Unlike […]

Emotions & Opinions

To watch/listen to this week’s article please click here. Tough to watch the siege of the U.S. Capitol Building Wednesday, as protesters broke through security checkpoints and forced their way inside Congressional Offices. It was without doubt a dark day for democracy, as the rest of the world looked on. What was compelling, was that […]

Pockets of Exuberance

Bye Bye Baby…….one of the great quotes by Bob Carpenter from the Washington Nationals when a Nationals batter hits the ball out of the park. I think it’s the best way to say goodbye to 2020. I’m writing this on New Year’s Eve morning, with one trading day left, the market returns this year (at […]

Add Low, Trim High

As we get ready to close the books on 2020, a year most around the world will remember forever as a year of devastation and disruption, could end up being one of the most pivotal years for capital markets.  You may be surprised to read that (at the time of writing) the S&P 500 was […]

Beneath The Surface

Just looking at the major indexes (S&P 500, Dow Jones Industrial Average & Nasdaq), you look and say the market is on a tear. The one month returns for all three of the indexes are double digits. However, looking beneath the surface tells you a different story. This market recovery from March (and for that […]

Changing of the Guard

To watch/listen to this week’s article please click here. Nope not the election. I’m sure like all of you…I’m over it. I’m referring to both the leadership of the stock market and investing styles. I know from some of the conversations I’ve had with you, that there is some understanding of what I’m talking about, […]