The Wisdom of Markets

Would you rather invest with a financial expert or an investment manager that harnesses the collective wisdom of market participants? Many investors think successful money managers must possess a better crystal ball or have expert knowledge that others do not possess. However, time and again the markets demonstrate that experts are poor at predicting the Read More

Pulling Back the Curtain on Stock Indices

Most people look to an index when following the health and trajectory of the stock market. However, all indices are not created equal and can lead to very different pictures of the health of an economy. Let’s look at how some of the major US indices are constructed and the pictures they are painting. Charles Read More

Should We Invest With The Trend?

“The trend is your friend except at the end where it bends.” – Ed Seykota Many traders are familiar with the adage “the trend is your friend.” However, investors are more aware of Wall Street’s “buy and hold” mantra which is widely believed to be the only way to achieve attractive long-term risk adjusted returns. Read More

Are We Entering the Golden Years?

Gold can be a controversial investment topic; people often assume you are a goldbug (a perma bull on gold) when you are optimistic about its investment potential. We are not goldbugs but recognize gold as an asset with the potential to add value to an investor’s portfolio at certain times in the economic cycle. Gold Read More