Blog

Allocation, Allocation, Allocation

Sep 4, 2015 11:39:48 AM

Recently, Calpers, the largest retirement system in the country, announced that they are contemplating their allocation to...

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Capitulation?

Aug 24, 2015 9:24:04 AM

As the US markets get ready to gap lower this morning, we want to reiterate our Catch a Falling Knife blog from Friday. On...

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Catching a Falling Knife, a technical and fundamental perspective

Aug 21, 2015 10:56:54 AM

We have been warning all year that markets have been fairly valued to fully valued with certain buying points on dips....

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Everyone but us or shall I say the US

Aug 11, 2015 4:28:36 PM

Early this year, pundits were talking about how the equity bull market would continue, but that thought has seemed to...

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Greek Exit

Jun 26, 2015 3:45:25 PM

We are several years into the Greek crisis and not too much has changed since it started. While a Greek exit will certainly...

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Bond Yield

Jun 10, 2015 11:29:12 AM

We’ve been saying for several months that bonds would not be the best place to be, for making any decent return in the...

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