Recap of 2018 – Outlook for 2019

Recap of 2018 – Outlook for 2019

Everyone knows how to win. Few know how to lose. Yet the secret to making money in the various markets is knowing how to lose and how to control your losses. In the book Warren Buffet calls the best book ever written on investing, namely Benjamin Graham’s THE...
Security Financial Update

Security Financial Update

It looks like 2018 will be the first year since 2008 where all the major indices are negative for the year.  Since 2008 we had an upward trajectory in the market with no recession since the Great Recession of 2008-09.  We are now showing signs of a late-cycle market...

Investing in the Trump Era

With the U.S inauguration officially behind us, and President Trump now in the White House, I thought I would send you a list of his major campaign promises as a recap: · Undertake fiscal stimulus measures · Reform the tax system · Repatriate offshore profits ·...

Gold Enters Bear Market

Just wanted to touch base and briefly remind you why we took such a diversified and defensive position in our portfolio. One cannot predict when and where the next downdraft in a security or commodity will take place. For example, look at the carnage in the metals...