What To Do About Inversions

It is not easy and requires a lot of active discipline and fortitude.
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Should We Be Tactical?

We should be open and humble about our tactical ability to add value.
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It’s All Greek to Me

Let’s just admit it.  Even though we throw around Greek like we grew up in Athens, many in the business don’t always fully track what is being discussed.
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Don’t Put Yourself in a Corner

Have A Margin of Certainty “If you are a smart and experienced investor you know there is always a ‘but’ somewhere.” – Joachim Klement, CFA  “You […]
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Why We Don’t Make Forecasts

How many times did the Wall Street consensus predict a market drop? "A spectacular zero."
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The Normal

Normal is the market going up and down in a manner that can be unnerving over short-term periods.
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