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4Q 2018 : The Fed: 650… 525(+400)… 250(+?)…

Year in Review On November 26th, 2018, as reported by MarketWatch, over 90% of the 70 asset classes tracked by Deutsche bank (and cited in the WSJ) were on track to be negative for 2018. That was before December, which then became the worst performing month since the Great Depression. Below find a Recap of major indices and sectors…

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3Q 2018 : Let’s Play a Game – Millionaire vs. Billionaire

We’re still working on dialing in our quarterly, though, for now we’re going to stick to last quarter’s formatting: Announcements Observations What every investor should learn from billionaire Paul Tudor Jones Let’s play a game Millionaire vs. Billionaire X Marks the Spot A look back at the previous quarter. We dissect the model; specifically, why we own what we…

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2Q 2018 : Patience, at times, is Prudent

We’ve made some slight changes to our quarterly format. We understand that some of the more recent quarterlies have been a little long. When I left the institutional side of the business, my goal was to provide investors with what I would want to hear if the roles were reversed. These reports are far from just numbers, there is…

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1Q 2018 : Special Report – “MOAB”

This could be the most important note you’ll read all year.   For those of you who read “Part 1” of our most recent quarterly, you know that we excluded, arguably, the most important concept for all investors to understand right now. This section deserves your undivided attention. While I have briefly written on this topic in the past, with…

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1Q 2018 : The Return of Volatility

The Return of Volatility… Remembering the “Bigger Picture”. Death by, water? TRU; too small to care? Let’s talk China, Tariffs and Trade wars. We see you. Our flagship model is coming off a strong 2017 up 21.11% following a solid **2016 as well, **15.1%; each respective year we’ve either beaten or being “in-line” with the S&P, achieving these numbers…

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