Last week I was listening to the business update on the local AM news station and the host was going and on and on about the NASDAQ hitting 3000 for the first time in over 10 years. It brought me back to the heady days of the dot.com boom in the late 90’s right into 2000. As a skeptical investor I always like to peel back a few layers and ...

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Accomplishing something without help can be very satisfing, but sometimes the best decision can be to hire a guide. I’m like many other do-it yourselfers and believe I can accomplish most tasks on my own or with minimal help. With age and experience I have learned to stand back and take a second look. My wife would be the first to tell you I certainly am not capable of accomplishing all home improvement ...

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Jun
24

Worriers and Dreamers How can emerging market debt play a role in my porfolio? We spend a great deal of time conducting Meta analysis (reading respected third party researchers). One of the luminaries I enjoy following is Howard Marks. He consistently boils very complex material down into a readable format. In some of his more recent commentary he referenced the two basic camps of investing, Dreamers and Worriers. Dreamers are important for the markets, ...

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