Dr. Pearse Lyons Interview

Dr. Pearse Lyons Interview

In late 2015 I had the unique opportunity to sit down with Dr. Pearse Lyons and discuss all things business and life. To say that Dr. Lyons had a positive impact on the state of Kentucky would be a gross understatement and I feel honored to have had the opportunity to...
CNBC – Inflation / Reflation, Gold, Steel

CNBC – Inflation / Reflation, Gold, Steel

Managing Director and Chief Investment Officer for Joule Financial appeared on CNBC’s Power Lunch recently to discuss the outlook of inflation on the economy in addition to the recently pullback being an opportunity for entry, specifically into areas such as...
An Interesting Trade on the CI / ESRX news

An Interesting Trade on the CI / ESRX news

By now you are aware of Cigna’s (CI) proposed acquisition of Express Scripts (ESRX). Cigna will be purchasing Express Scripts in a $52B cash and stock transaction with Cigna taking on Express Script’s $15B debt load. This is yet another merger in a continued string of...
Interview with Mike Maloney

Interview with Mike Maloney

While most of us were sipping a cocktail preparing to watch the fastest two minutes in sports, Mike Maloney was holding a ticket, which in two minutes could be worth well over $200,000. The year was 2007 and Mike was gathered with close friends and relatives in a...
Tradeology – 3 Specific Inflation Trades

Tradeology – 3 Specific Inflation Trades

Economists will debate the merits of inflation at this point in the economic cycle. From an academic standpoint it makes no sense considering the Fed is hard at work tightening the money supply and raising interest rates. Traditionally this has been a force against...
Gold is the Play Here

Gold is the Play Here

There are not many things I am certain about when it comes to the markets. In fact, Joule advisers pride themselves on being agnostic when it comes  to market views and flexible enough to change opinions on a dime. Inflation however, is one thing we feel is coming at...
10% Correction in the Dow

10% Correction in the Dow

The Dow just had its second 1,000 point drop in less than 1 week. At today’s close, the S&P has now experienced a 10.16% correction. While not out of the norm of historical market activities, this decline marks the first double digit retracement since January...
Passive Popularity Cuts Both Ways

Passive Popularity Cuts Both Ways

Over the last several years passive investing, via index funds, has been in favor like never before. On the way up, this style makes complete sense; however, on the way down, this precise investment theme creates systemic dangers which we’re seeing play out in the...
Inflation and How to Profit from it

Inflation and How to Profit from it

In August I wrote an article about the trend that was developing in Steel (HERE). At the time, the trend was still in the early stages and took a while to really get going. Now however, the move has begun and it is clear that the coming inflation this trend was...