A Market of Stocks

Just yesterday I drove from Charlotte, NC to Lexington. It was a quick, unexpected trip to Charlotte and while my career in finance isn’t considered ‘essential,’ when I’m needed by a client, I go. When I arose yesterday morning before hitting the road, I wanted to get...
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It’s the Market, Silly!

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...

December Tax Tid-Bits!

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,...

7 Lessons from Wealth

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...
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My Friend, Mr. Dow Jones

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...

Dow 30,000….Yawn

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...
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Should I Sell Everything?

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...

Biden’s Bounce

I recently watched the Social Dilemma on Netflix, and I highly recommend it. While the primary point was to expose the potential dangers of social media on our youth, one must not overlook the discussion surrounding the algorithms and artificial intelligence designed...

What Drives the Price of Gold? – Mark Hendrix

In this article I’ll be addressing two important questions about gold; the sources of demand for gold and why gold should have a place in your portfolio. For decades Warren Buffett, has been an outspoken opponent of owning gold. Gold said Buffett, “gets dug out of the...

Is the Rally in Gold for Real? – Mark Hendrix

Gold is trading at $2,043 as of this writing and has closed higher 15 out of the last 16 trading sessions. Prior to last Friday’s sell off, gold set a new all-time high the previous nine consecutive trading sessions. That’s what you call HOT! What is behind the...

Our Thoughts

A Market of Stocks

A Market of Stocks

Just yesterday I drove from Charlotte, NC to Lexington. It was a quick, unexpected trip to Charlotte and while my career in finance isn’t considered ‘essential,’ when I’m needed by a client, I go. When I arose yesterday morning before hitting the road, I wanted to...

Read More

Joule Blog Image
It’s the Market, Silly!

It’s the Market, Silly!

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...

Read More

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