Blog Archives

Why is the Market Down?

January thus far has hit investors hard with a steep stock decline. We hear this decline blamed on China, but that’s not likely. Let’s review the real reasons for why investors are taking so much value away from stocks. First, … Continue reading

Risk, The Final Installment

From our last post, is it risky to buy Exxon at a 52 week low, but after oil prices have fallen 70% and show no signs of recovery? The answer is: it is a lot less risky than buying the … Continue reading

Risk! Part II.

Risk is slippery, risk is nuanced. Most folks forget the negative side of risk, instead remembering the old saw, ‘the more risk you take, the more return you earn’. Here are some situations that can fool the mind: You buy … Continue reading

Doing the Twist

The Fed finally hiked rates the other day, after several stomach churning months of speculation. The deliberation was in itself causing volatility and disruption in the markets. So, from that perspective, it’s good to have it behind us. On the … Continue reading

Risk! Where? Part I.

The Third Avenue Focused Credit Fund, aka a junk bond mutual fund, moved swiftly to prevent redemptions by transferring the fund’s assets into a liquidating trust today. With the assets locked up, and no cash flows in or out unless … Continue reading