By The Way – November 2017

The S&P 500 Index continues to act in a positive manner, and we see no compelling reason to change that outlook at this point in time.  While there are legitimate...


Asset Allocation – October 2017

PDF of Global Asset Class returns click here Can’t stop, won’t stop. The S&P 500 continued to reach record highs in October and now sits at 2017 gains of 16.9%....

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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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