Sep 16, 2016 | Investment Management, Market Commentary
The price of crude oil topped out in June 2014, then bottomed in February 2016 and has since partially recovered. During this period, the price of oil plunged by 76% and reached historic proportions, even in relation to other energy boom and bust cycles of the past. ...
Jul 15, 2016 | Market Commentary, Newsletters
Summary Our typical portfolio was well positioned and, despite the many challenges, performed nicely with attractive returns. We take comfort in relying on time tested market models, or barometers, to smooth the ride through these challenging periods. You can sleep...
Jul 1, 2016 | Investment Management, Market Commentary
“A mine is a hole in the ground with a fool at the bottom and a crook at the top.” – Mark Twain In May we laid out the case that a new cyclical bull market in gold had begun – Win-Win Case for a Bull Market in Gold – Part 1. As an investment advisor or...