Quint sit down with the folks from CNBC to discuss the banking sector and how the recent news may influence this underloved, underowned group of stocks.
When I was a Junior in college, I had an Etrade account and the market was going hog wild. It was 1998/1999 and the tech boom was on. I had been a value investor since 12 and understood how to buy high quality companies, preferably at a discount and hold them for a...
After two weeks at Joule Financial I have learned more than I could have imagined. I have worked everyday with our rockstar team to be a sponge, soaking up everything I can about our business and the markets. The purpose of this entry and the ones to follow is to help...
Wow, what a year…and it isn’t even over yet. I truly hope this email finds you well, safe and sane. As we roll into year-end, I wanted to shoot a few quick thoughts your way to try and help turn some of the 2020 lemons into lemonade. Whether you’re a client or not,...
Over the last 20 years I’ve had the privilege of working with high net worth families all throughout the United States. In almost every case, these folks are self-made and if by chance they were blessed by fortune from others, they tend to also have inherited the same...
As I write this, the Dow is crossing 30,000 for the first time in history. Since all meetings today are on Zoom, I’ve had the pleasure of working from home. I’ve tried to celebrate this market achievement with my kids, but they just don’t seem all that interested. My...
The Dow is 50 points shy of breaching 30,000. When I entered the business, the Dow was crossing 10,000 for the first time and they handed out hats on the floor of the exchange. Hats! The mood was euphoric, the dot com bubble was raging and people couldn’t get enough...
It was sometime around 2010 or 2011 when I wasted over two hours listening to a presentation by a famous economist / money manager expounding on all the reasons the US dollar was on the verge of cratering, fiat currency as we knew it was about to be worthless, gold...
Not a single day goes by where I am not asked the question, ‘Should I sell everything into the election? I am hearing things will crash.’ The irony is, it is about half and half with respect to which candidate will win. For example, I have a large group of folks who...
