Category: Uncategorized

Holiday Volatility

Greetings & Happy Holidays. Historically, December is the 2nd best month of the year in the US equity markets.The market is usually quiet on low volume as most of us spend time with family and the year winds down.However, as we stand today, this month will go down as the worst December in the history […]

The Unknown

“Why is the market going down?” “Why is my stock going down?” Those are common questions of late and almost everyone in the financial press has an opinion as to why: China’s economy, Italy’s budget, England’s exit from the European Union (BREXIT), elections, tariffs/trade policy, interest rates rising, etc. The truth is, if the media […]

10 Year Anniversary Note

A little over ten years ago, June 5th 2007, I was sitting in a Best Buy parking lot having a final conversation with the head of Investments at the regional bank acquiring UFB, my employer the prior three years. I had just purchased three laptops and a printer. Earlier that day I signed a lease […]