Away for a while...

Investment ramblings to ruminate while away…

  • Glad to see “value” plays getting some momentum recently

  • Will negative rates come to the U.S.?

  • Tough market for thought-leaders betting on higher rates in 2019, but no one remembers those calls

  • As much as I love bonds, the bond rally can not persist and is not sustainable… famous last words!!

  • Hard to believe how far GE has fallen from grace; a great American company subject to bad bets and poor management

  • Being a fiduciary is what investment management is all about; doing what is in your clients best interest. It has nothing to do with selling investment products… though that is how it has been run from Wall street… the sooner we hold “salesman” to higher standards the better.