Frogger has been on my mind a fair amount of late. For those of us involved in the markets, there may be no better metaphor for what we’re now experiencing on a daily basis. Fed hikes whizzing by. Missed earnings squashing investors like the most inconsequential frogs, toads and newts
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Special Situations: A Strategy for Success in 2019 Jan11
Despite the New Year rally, we have now entered the expected choppy and grinding markets. To combat this situation, we believe that 2019 has the highest propensity to reward those investing in opportunities that are known as “special situations”
... Read more »Debt Bulge Raises Stakes for US Equity Investors Dec5
US corporate debt has surged over the past decade. As rates begin to rise from historic lows, focusing on quality companies with healthy balance sheets can help equity investors avoid danger zones
... Read more »November 2018 Oil & Gas Sector Surprise and Prospects Nov30
How should investors consider recent developments in the general energy (oil and gas) business? The big surprise, beginning in early October 2018, was not only the swift decline in the price of oil, but the magnitude. This development was caused by several reasons
... Read more »Beyond the Sugar Rush: Strategic Stimulus for Chinese Stocks Nov29
Whenever the Chinese economy slows and its stocks take a serious hit, investors have come to expect the government to unleash large-scale fiscal and monetary stimulus. Another heaping spoonful of sugar may do more harm than good this time around, however. It’s time for the ailing market to take some medicine
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