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The Importance of Predictability or, Just Tell Us What the Rules Are

Long-term objectives typically require long-term solutions, which in turn, require a degree of predictability. Here at Sigma, we are primarily concerned with providing long-term investment results that are consistent with our clients’ long-term financial goals. We do not attempt to achieve investment objectives through short-term market maneuvering. We seek to provide a degree of certainty, […]

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If you were running a business and circumstances suggested that some cost controls might be appropriate, would you, instead, see this as an opportunity to frustrate and frighten your customers into accepting a price increase?

All comments and suggestions are welcome. Walter J. Kirchberger, CFA

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Understanding the ‘Bond Bubble’

Perhaps the most often question that I am asked of late is how does one protect him/herself from the pending burst of the bond bubble? It is a difficult question to answer as it depends on one’s perspective and what they are really trying to protect themselves from. Moreover, I am not even sure that […]

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Thoughts About Energy – Part II

Last July we blogged about the outlook for energy in general and natural gas more specifically, particularly with regard to the potential for significant exports of liquefied natural gas (LNG). Now we have Japan’s Prime Minister meeting with our President to seek his support for shale gas imports to Japan. This is going to be […]

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Honest Charlie Brown, this time Lucy swears she won’t move the football!

If I let politics get to me, my blood would be in a constant state of boil. However, the latest antics in Washington are once again beyond the pale. Rather than take any remotely serious steps towards solving the grave budget issues we face as a country, it appears the Administration’s strategy is a campaign […]

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‘To our US Government: You can’t cut 10%? C’mon!”

Front page headline, February 12, 2013 Wall Street Journal– “Millions Improperly Used Phone Program”. . Business front page headline, February 12, 2013 New York Times– “Waste Is Seen in Program to Give Internet Access to Rural U.S.” Opposite ends of the political spectrum, but same conclusion. How much more is wasted by the US government […]

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