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Category Archives: Market Commentary

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BA/Merrill Lynch Investor Sentiment Survey – A Positive Contrary Indicator

Market CommentaryBy EditorJune 21, 2019Leave a comment

The latest Bank of America / Merrill Lynch survey of institutional investment managers showed incredibly high allocations to cash. To us, this is a positive contrary indicator.

Wells Fargo CEO Compensation A “Travesty”

Market CommentaryBy EditorMarch 15, 2018Leave a comment

Wells Fargo commits multiple misdeeds yet awards their CEO Tim Sloan a pay raise. To read the full Bloomberg article, click below.

“Goldilocks” Jobs Report Propels Market Gains

Market CommentaryBy EditorMarch 9, 2018Leave a comment

The U.S. Department of Labor announced a jobs report today that was viewed by investors as “just right”. Click below to read the comments by Dr. Lewis Spellman, our firm’s Macro-economist.

Special Message To Our Clients: Recent Market Volatility

Market CommentaryBy Frank BeckFebruary 6, 2018Leave a comment

It has been nice to have 13 consecutive months without a decline in market indexes. We know it is uncomfortable when the market drops. On Monday (2/5/18), we saw the computers trigger heavy selling when the S&P 500 dropped below its 50-day moving average.

Lewis Spellman - Blog Post Image

The Bitcoin Mania – by Lewis Spellman PhD

Market CommentaryBy Lewis SpellmanFebruary 2, 2018Leave a comment

In this highly engaging article, Dr. Spellman provides interesting historical context for Bitcoin, a mania he likens to the Tulip Bulb craze in the 1600s.  To read his article, click below.

Over 100 Clients & Friends Gather to Hear 2018 Investment Outlook

Market CommentaryBy EditorJanuary 24, 2018Leave a comment

In late January, we hosted two events in Austin for our clients and friends. We presented our investment themes and forecast for 2018.  If you would like to view the presentation, click below.

BITCOIN: A Naysayers View

Market Commentary, UncategorizedBy EditorJanuary 5, 2018Leave a comment

Bitcoin has no shortage of true believers and naysayers. This InvestorPlace article presents the argument against Bitcoin as a real currency.

New Tax Law: Things To Consider Doing Right Now

Market Commentary, UncategorizedBy Bryan AndersonDecember 22, 2017Leave a comment

The new tax reform law has Americans asking what they should be doing right now to maximize the benefits. Paying next year’s state property tax this year is one thing we suggest clients consider – consult your tax adviser to see if that is right for you.

Investors Very Bearish – One Big Positive Contrary Indicator

Market CommentaryBy EditorDecember 15, 2017Leave a comment

Investors are the most bearish they have been since the financial crisis – nearly 7 in 10 think that stocks are over-valued. This is a strong contrary indicator of future market direction.

Winklevoss Says Bitcoin Is Gold 2.0

Market CommentaryBy EditorDecember 11, 2017Leave a comment

Bitcoin has been getting a tremendous amount of media attention lately. See our post for an interesting interview with Cameron Winklevoss and a recommendation for a good book on the subject.

Beware Of Rate Risk In Bond Funds

Market CommentaryBy Bryan AndersonDecember 6, 2017Leave a comment

We continue to warn clients about risk to bond funds when interest rates rise. In this article, Morningstar discusses funds that may be especially vulnerable.

TESLA: Cash Burn & Potential Dilution – 2 Reasons Why We’re Cautious

Market CommentaryBy Bryan AndersonNovember 22, 2017Leave a comment

Elon Musk’s TESLA auto company is an enormous success. However, the company is burning cash at a furious pace and may need to dilute shareholders by issuing more stock. These are two reasons why we’re cautious on TESLA stock — Bloomberg clearly lays out the issues in this article…

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