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By The Way – October 2017

Despite almost five decades of following stock markets it is still hard for me to process new highs for the S&P 500, the day after a tragedy such as the...


Advice from Stan Druckenmiller

On September 7th, Cornerstone Macro (New York based Research provider) hosted their third annual Macro conference and finished off the day with a hour long conversation with Stan Drukenmiller of...

US Tactical Allocation Fund

By The Way – August 2017

If we have learned any lesson since the 2009 market bottom, it would be to never doubt the power of a bull market to ignore negative news, and to continue...


Asset Allocation – August 2017

PDF of Global Asset Class Returns click here The S&P 500 is up 11.9% so far in 2017 after advancing .3% in August, the tenth consecutive month the index has...

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By The Way – July 2017

New highs!  The S&P 500, Russell 2000, Dow and Dow Transports, (that’s a Dow theory buy signal by the way), have all made new highs, yet almost all the commentary...


Why US Financial Stocks will outperform

The US Financial sector has been at the height of the Trump trade, rising nearly 23%, since the surprising outcome on November 8th, 2016. While the performance of the group...

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