10 Tips – Consider Giving Stock

10 Tips – Consider Giving Stock

10 Financial Ideas to Keep you Sane during an Insane Time – #2 – Consider Gifting Stock I’m often asked how I got involved in the investment world. While I was fortunate to come from a family participating on Wall Street for over 100 years, the fact of the matter is...
10 Tips for Christmas – Want, Need, Wear, Read

10 Tips for Christmas – Want, Need, Wear, Read

The holidays are fantastic but, let’s be honest, they also usher in a boatload of financial stress. Pressure to buy great presents, update the decorations, bring something to that next party and, of course, mail out some fantastic cards- complete with a family photo,...
Dow 19,000

Dow 19,000

It’s a bull market as the Dow tops 19,000 and everything that once was dead is now back in vogue. For the first time in years the financial stocks are standouts with the general idea that they will mint money on a greater interest spread once the Fed raises rates in...
All Eyes on Italy

All Eyes on Italy

I get the distinct feeling that the post-Trump-elect market party has come to an end, at least for now. Markets ebb and flow and tend to move in short bursts. Traders will tell you there are typically only a small number of times during a given year where profits flow...
Rotation Rotation Rotation

Rotation Rotation Rotation

For weeks we’ve been seeing the  underpinnings of rotation. Whether it has been radio or this blog we’ve mentioned just how money has been slowly rotating away from what has been working into areas that will benefit from interest rates and inflation. It really didn’t...
Trump or Clinton

Trump or Clinton

Many have inquired as to my opinion on the upcoming presidential election. Sadly, when I attempt to formulate an educated response, I am left speechless. In addition to being a small business owner and investment manager, I find myself with the incredible task of...
Intel Thoughts

Intel Thoughts

Just one month ago Intel raised Q3 sales guidance from 14.9B to 15.6B and gross margin guidance from 62% to 63%. The company cited improving PC demand as the catalyst. Last night the company reported even stronger sales at $15.78B however its outlook for Q4 and...
Oil Character Change

Oil Character Change

Consider this. Analyst projected an oil inventory in the range of 600k barrels. The actual number was around 4.9 Million!!! This isn’t just a tad off, or a smidge wrong, this is so far off it makes you wonder what all those analysts are doing all day? With such a...