It’s said that timing is everything. And that’s true. But really, it’s bigger than that. Time – itself – is everything, and truly the world’s best companies are finding ways to give you more of it. We got pretty lucky last month in our feature of Amazon (timing is everything!). Possibly the most buzzworthy news
September 2016 Recap
October 6, 2016 By
You know it’s the fall in North Texas when your kid comes home from school with tickets to the State Fair of Texas. The Fair just kicked off its 130th year, and it’s a pretty big deal in these parts with a number of attractions drawing hundreds of thousands of people every year. The State
August 2015 Recap
September 4, 2015 By
Clarity
Investors are looking for clarity in the face of multiple uncertainties, more uncertainties than most typical investors can bear. What is going on with China? Exactly how strong is the U.S. economy? When will the Fed increase interest rates? And when will oil prices stop sliding? These are all tough questions to answer. In this newsletter, we will start in the East and move West to reflect on market activity in August and our outlook going forward.
July 2017 Recap
It’s becoming more common to hear the Bears calling for a big drop. Why do they say that? Well, first they hope to be right, which earns a lot of street cred. It’s an easier call to make because risk increases as asset prices move higher. Stocks have come a long way from the first