Nov 03

Investing in Rocky Markets

Full disclosure although I didn’t go to Notre Dame I am a huge Notre Dame fan.  I’ve been going there since age 7 and have season football tickets.  The Chief Investment Officer, David Malpass of the Notre Dame endowment fund and Jay Jordan were both on CNBC this past week discussing how they were able […]

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Oct 25

Beating Goliath in an Unconventional Way

You’ll notice that not every article I post on the site is specifically finance related.  I like to find ideas, concepts, and theories in all forms and places.  This article I pulled from the Big Picture site which comes from The New Yorker written by Malcom Gladwell who most of you may know from his […]

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Oct 25

U.S. Economy Tipping into Recession

If you follow any snippets of economic new you have probably seen where the ECRI (Economic Cycle Research Institute) has issued there warning of an upcoming recession U.S. Economy Tipping into Recession .  What sets ECRI apart from other is that they have correctly called the last three recessions without any false alarms in between.  […]

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Oct 23

Two Kinds of Investing

I see two verifying types of investing, buying businesses as stocks for the long-term and second stocks as short-term trading vehicles to profit.  Both can be used to create a diversified portfolio and solid approach to investing.  The key is to remember which one is which and not confusing the two. Always have a thesis […]

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Oct 23

Say Goodbye to Q3

Depending upon your position the  Third Quarter Performance was extremely painful if you were on the long side.  Even if you were on the short side depending upon when you got in or what day could have been potential just as bad.  With the extreme volatility we experienced in both an up and down direction […]

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Oct 23

Continued Volatility

Bespoke Investment had a good post Welcome Q4 regarding the volatility over the course of the last few months.  Basically we are in a tight trading range but with action that would make you nauseas.  As the note points out, the average daily movement of the S&P has been +/- 1.9%.  This makes it even […]

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