SERENITY NOW!! (Insanity later)[i]
July 24, 2017 – DJIA = 21,580 – S&P 500 = 2,472 – Nasdaq = 6,387 SERENITY NOW!! (Insanity later)[i] For something that comprises so much emotion, the […]
Entries by spowell
2017 1st qtr Kildare Asset Mgt-Kerr Financial Group client review letter
As I have mentioned in previous letters, prices in the capital markets are highly correlated with corporate earnings which are a function of economic strength. And while this didn’t change in the first quarter of 2017, there was another dominating influence – politics.
And I could tell the wise men from the fools
June 26, 2017 – DJIA = 21,394 – S&P 500 = 2,428 – Nasdaq = 6,265 “And I could tell the wise men from the fools”[i] Going into the […]
“How Do You Measure Yourself with Other Golfers? By Height.[ii]
June 16, 2017 – DJIA = 21,080 – S&P 500 = 6,210 – Nasdaq = 5,805 “How Do You Measure Yourself with Other Golfers? By Height.[ii] The Federal Reserve raised […]
“I Think I Can, I Think I Can…”
Stocks reached a new 2016 high in the first half of last week at 2,120 for the S&P 500. Traders and strategists agreed the next stop would be a short […]
Too Much of Everything is Just Enough
May 30, 2017 – DJIA = 21,080 – S&P 500 = 6,210 – Nasdaq = 5,805 “Too Much of Everything is Just Enough”[i] From tulips to technology, investors have […]
We’re on the Road to Nowhere
The headlines from a year ago, as usual, covered a wide range of events. For example, Hillary Clinton announced her candidacy for the 2016 Democratic presidential nomination just before the […]
Balancing risk and reward Looking for yield without too much risk
An important consideration when investing in bonds and fixed income securities is that there are two typical kinds of risk. Credit risk is the possibility that you won’t get your […]
Balancing risk and reward Looking for yield without too much risk
An important consideration when investing in bonds and fixed income securities is that there are two typical kinds of risk. Credit risk is the possibility that you won’t get your […]
Let Me Hear Your Balalaikas Ringing Out Come and Keep Your Comrade Warm
April 17, 2017 – DJIA = 20,453 – S&P 500 = 2,328 – Nasdaq = 5,805 “Let Me Hear Your Balalaikas Ringing Out Come and Keep Your Comrade Warm”[i] […]