View from Crystal Bay: 2020’s Next Chapter, the Lumber Shortage

Investors aren’t limited to only investing in the S&P 500 and the Dow Jones Industrial Average. Every week we share the market trends we are following. We are interested in whether the trends in those markets are continuing or if they are experiencing a temporary or complete reversal. When we identify trends, we are only Read More

Is Inflation Upon Us?

Since I began my career in the late 1990s, there has been persistent chatter from goldbugs and others predicting that a return to sharp inflation is always just around the corner. In the years after the dot com bust, inflation picked up as the Federal Reserve cut interest rates to stimulate the economy. However, following Read More

View from Crystal Bay: Giving Indonesia the Attention it Deserves

Investors aren’t limited to only investing in the S&P 500 and the Dow Jones Industrial Average. Every week we share the market trends we are following. We are interested in whether the trends in those markets are continuing or if they are experiencing a temporary or complete reversal. When we identify trends, we are only Read More

From the Trading Desk: Markets I’m Watching

Let us recap my previous post. I discussed the importance of noncorrelated diversification to create a proper asset allocation and how disparate assets can add value to an investor’s portfolio. We spoke about precious metals, which have become the center of attention lately. Gold passed the $2,000 mark and Silver passed $29 for the first Read More

View from Crystal Bay: The Poor Man’s Gold

Investors aren’t limited to only investing in the S&P 500 and the Dow Jones Industrial Average. Every week we share the market trends we are following. We are interested in whether the trends in those markets are continuing or if they are experiencing a temporary or complete reversal. When we identify trends, we are only Read More