Archive

Oil Prices, Rig Counts and Day Rates

The price of oil has proven to be remarkably difficult to predict.  While the long term outlook is likely to reflect supply and demand, near-term fluctuations have been prone to sharp, often inexplicable price changes. For at least fifty years, conventional wisdom was focused on the eventual depletion of all known reserves and an ensuing […]

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A Super, Super Bowl

The just played Super Bowl may well have been the most exciting in the games 51 year history. The biggest comeback in history! First Super Bowl to go into overtime! Hopefully, the last word on Inflategate. The game also has a useful lesson for investors.  Don’t forget what got you there.  When markets are going against […]

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You’re Only as Good as Your Team

Virtually all human endeavors involve team work to some extent.  In sports, the application to team sports is obvious.  Even in sports where the individual appears to be crucial, a team is still a major factor.  For example, NASCAR drivers, no matter how talented, depend on the mechanics who set up their cars and the […]

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Financial Advisors

Investopedia, a privately owned for-profit American website that focuses much of its content on investing education and financial news, recently conducted a survey that concluded that investors using digital advisors are nearly as happy as those who work with traditional advisors.  However, most respondents indicated that there are certain services that warrant human help. The […]

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Should Investment Advisory Newsletters Come With A Government Warning?

There are hundreds, or maybe thousands, of newsletter writers around the globe.  All of them have a single purpose – to sell you something. There is a fertile field for stock market newsletter writers.  It goes without saying that human beings are wired to seek self preservation.  Numerous articles have been written about the “fight […]

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Where’s Waldo

On several occasions over my career providing wealth management counseling to clients, I have run across the phrase from new clients that, “My broker doesn’t charge me.”  I usually ask, “Do you work for free too?” The confusion comes in when one does not explicitly “write a check” for services, but instead, has fees that […]

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