Is it finally time to step away from US Stocks?

Fifty-five percent of the human brain was designed to see patterns. The follow five charts will be shown with very little commentary. All five charts are five years in length and are being compared against the S&P500 with dividends reinvested. But you’re only going to see one squiggly line and not two on each chart.…

Continue Reading →

Is Boeing in trouble? Who you believe matters.

On October 29th 2018… Lion Air flight 610 crashed into the Java Sea just after take off. Killing all 189 people on board. The downed plane was a new Boeing 737 Max 8. On March 10th 2019… Ethiopian Flight 302 crashed, killing all 157 people on board. The plane was also a Boeing 737 Max…

Continue Reading →

What’s happening with Healthcare?

In the year 2000 the S&P500 Index started a two and a half year 49% drop. There was one sector that stood out more than any other. It was Healthcare. Yes, Healthcare got hit, but it only fell 17%, during a time period when the Nasdaq fell 76% and the S&P500 fell 49%. So only…

Continue Reading →

Did U.S. stocks just lose their leadership position?

Your goal is to head north. I’m telling you this and not suggesting it. So you go to the bus station and you see three bus routes: North, South and Around-Town. The southbound bus has a party taking place on it. People are laughing. Drinking. Dancing and having a great time. I mean they are…

Continue Reading →

Are you walking into investment chaos again?

chaos into simplicity

Many years ago when I worked one-on-one with clients, I would send them a package in the mail. In one of the packages there was a little mirror. And on the back of the mirror there was a question. The question read: Who is causing all of your problems?(Turn over for answer.) It was a…

Continue Reading →

140 Characters, Your Retirement & McDonalds

For good or bad, many people live in a 140 Character world. We live in a world where sound bites and “gotchas” attract the most clicks (attention). One of my close friends from years ago always wanted to debate me. And because his brain was one that could easily and immediately bring up data from…

Continue Reading →

With Friends Like That… Who Needs Enemies

I’m very particular with whom I let my two kids hang out with. Before they can go to someone’s house I have to “interview” their parents. Of course the parents don’t know I’m doing this, but I can get a very good idea of what their real parenting ability is [when I’m not around] by…

Continue Reading →

If Hillary Won. This Wouldn’t Have Happened.

Twelve random thoughts that might test your beliefs and give you pause. Investors are handicapped in thinking in words and not pictures. — The more people make, the more they have to understand everything else that makes up their finances that isn’t income. —You don’t own the stock you purchased. You own the process that…

Continue Reading →

The Supreme Court vs. Wall Street

In May 2015, Hewlett Packard purchased a wireless networking supplier named Aruba for an incredible sum of $2.8 billion, this was equal to $24.67 per share of Aruba’s stock. For reference, Aruba IPO’d at $11 a share eight years earlier. Before the ink was even dry, some of Aruba’s investors were crying fowl that the…

Continue Reading →

The Fed, Fortnite and Heroin

Every month I spend an entire day one-on-one with each of my kids. And at the same time, their mom spends it with the other. So when I asked my eleven year old what he wanted to do on our upcoming one-on-one Dad/son day. He said, without skipping a beat. I want to play Fortnite.…

Continue Reading →