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Weekly TGIF

Weekly TGIF

The Great Experiment

Cheap and easy money. That was the answer to the Financial Crisis, or as it is often referred to, the Great Recession. When it appeared that the global financial system was at risk of collapse,…
November 8, 2019
Weekly TGIF

Good Riddance October

Welcome, November. You couldn’t have come fast enough. October was as bad of a month as I can remember in California. The state has faced swarming fires from north to south due to the bone…
November 1, 2019
Weekly TGIF

New York State of Mind

I was in New York this week for an annual investor strategy summit at JP Morgan headquarters. I've been attending this for a couple of years now with a group of independent advisors from across…
October 18, 2019
Weekly TGIF

Basketball, Trade and a Fire

The Trade War between the US and China keeps evolving, and the longer it lives, the wider it spreads. The human rights protesting in Hong Kong was seemingly something the Chinese government did not anticipate…
October 11, 2019
Weekly TGIF

Vulnerabilities Are Building

This economic expansion is the longest in recorded American history. We’re in its 11th year. The cycle is maturing. Growth is slowing. Volatile price action the last 20 months is actually fairly normal for a…
September 20, 2019
Weekly TGIF

Modernizing the American Way

Something which perhaps got lost in the constant headlines of trade wars and politics over the Summer was a decision that Corporate America made. It came from the Business Roundtable. Created in 1978, this collection…
September 6, 2019
Weekly TGIF

A Guy Named Steve

We lost someone special. His name is Steve. He passed just two weeks before his 80th birthday. Steve Noroian made an impact on pretty much all he encountered. He joined our firm five years ago.…
August 30, 2019
Weekly TGIF

Fast & Furious

I literally wrote two pieces earlier today, only to ditch the first, then the second, because the Market moving events kept building hour by hour. I decided just to wait until the Market closed for the…
August 23, 2019