Latest Posts

Corporate Bond Bubble

By dmckee03 | Feb 28, 2019 | Comments Off on Corporate Bond Bubble

“The Federal Reserve will not monetize the debt.” Ben Bernanke, June 3, 2009, then Chairman of the Federal Reserve, in response to a direct question on the subject during a congressional hearing Maybe he really believed that at the time. There were plenty of skeptics out there on this point. Many of us worried that […]

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Same as the Old Boss

By dmckee03 | Feb 5, 2019 | Comments Off on Same as the Old Boss

For those of us who were hoping that Jerome Powell would represent a new type of Fed Chair, or might be able to at least begin the process of weaning us and the rest of the world off the dependency of easy credit and ultra-low interest rates, the recent words and actions of Mr. Powell […]

Read More

Here Come Higher Interest Rates

By dmckee03 | Feb 20, 2018 | Comments Off on Here Come Higher Interest Rates

After years of artificially low interest rates, the world is finally waking up to the very real possibility that interest rates are beginning to return to their natural levels (higher). It is difficult to overstate the significance of this in terms of its investment implications and potential effects on the global economy. In the wake […]

Read More

The Matrix Revisited

By dmckee03 | Oct 26, 2017 | Comments Off on The Matrix Revisited

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. – Friedrich Nietzsche In my last blog post I laid out a fairly simple system we use to evaluate opportunity in the market and help guide our investment process for our clients. If you did not see it, I […]

Read More

The Matrix

By dmckee03 | Oct 12, 2017 | Comments Off on The Matrix

Over time, investors have developed hundreds if not thousands of systems to use as guides in trying to answer the two most basic questions of portfolio construction – what to own, and when to own it. Some of these are rather complex or downright arcane, while others are so simple they can almost seem silly. […]

Read More

A Consolidation of Power

By dmckee03 | Oct 12, 2017 | Comments Off on A Consolidation of Power

Andrew Adams, CFA, CMT, Senior Research Associate discusses public company consolidation and its impact on investors. October 10, 2017 Is the stock market experiencing a consolidation of power among a few of the largest companies, and if so, why? The stock market is shrinking in terms of the number of publicly-traded companies, a fact that […]

Read More

Savvy Steps to Stay Cyber-Safe

By dmckee03 | Oct 5, 2017 | Comments Off on Savvy Steps to Stay Cyber-Safe

Defend yourself with simple, everyday practices that can help protect your identity, your accounts and your devices. October 3, 2017 Americans lose tens of billions of dollars each year to financial fraud. In the digital frontier, many crimes – including identity theft, tax fraud and elder abuse – are committed by online outlaws, making cybersecurity […]

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Equifax Cybersecurity Incident

By dmckee03 | Sep 18, 2017 | Comments Off on Equifax Cybersecurity Incident

On September 7, Equifax – one of the three largest American credit agencies – announced a cybersecurity incident potentially impacting consumer information, including Social Security numbers, birth dates, addresses, etc., leaving them vulnerable to identity theft. I want to make sure you’re aware of available resources to ensure the protection of your personal and financial information. Please follow the steps below […]

Read More

Corporate Bond Bubble

By dmckee03 | Feb 28, 2019 | Comments Off on Corporate Bond Bubble

“The Federal Reserve will not monetize the debt.” Ben Bernanke, June 3, 2009, then Chairman of the Federal Reserve, in response to a direct question on the subject during a congressional hearing Maybe he really believed that at the time. There were plenty of skeptics out there on this point. Many of us worried that […]

Read More

Same as the Old Boss

By dmckee03 | Feb 5, 2019 | Comments Off on Same as the Old Boss

For those of us who were hoping that Jerome Powell would represent a new type of Fed Chair, or might be able to at least begin the process of weaning us and the rest of the world off the dependency of easy credit and ultra-low interest rates, the recent words and actions of Mr. Powell […]

Read More

Here Come Higher Interest Rates

By dmckee03 | Feb 20, 2018 | Comments Off on Here Come Higher Interest Rates

After years of artificially low interest rates, the world is finally waking up to the very real possibility that interest rates are beginning to return to their natural levels (higher). It is difficult to overstate the significance of this in terms of its investment implications and potential effects on the global economy. In the wake […]

Read More

The Matrix Revisited

By dmckee03 | Oct 26, 2017 | Comments Off on The Matrix Revisited

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. – Friedrich Nietzsche In my last blog post I laid out a fairly simple system we use to evaluate opportunity in the market and help guide our investment process for our clients. If you did not see it, I […]

Read More

The Matrix

By dmckee03 | Oct 12, 2017 | Comments Off on The Matrix

Over time, investors have developed hundreds if not thousands of systems to use as guides in trying to answer the two most basic questions of portfolio construction – what to own, and when to own it. Some of these are rather complex or downright arcane, while others are so simple they can almost seem silly. […]

Read More

A Consolidation of Power

By dmckee03 | Oct 12, 2017 | Comments Off on A Consolidation of Power

Andrew Adams, CFA, CMT, Senior Research Associate discusses public company consolidation and its impact on investors. October 10, 2017 Is the stock market experiencing a consolidation of power among a few of the largest companies, and if so, why? The stock market is shrinking in terms of the number of publicly-traded companies, a fact that […]

Read More

Savvy Steps to Stay Cyber-Safe

By dmckee03 | Oct 5, 2017 | Comments Off on Savvy Steps to Stay Cyber-Safe

Defend yourself with simple, everyday practices that can help protect your identity, your accounts and your devices. October 3, 2017 Americans lose tens of billions of dollars each year to financial fraud. In the digital frontier, many crimes – including identity theft, tax fraud and elder abuse – are committed by online outlaws, making cybersecurity […]

Read More

Equifax Cybersecurity Incident

By dmckee03 | Sep 18, 2017 | Comments Off on Equifax Cybersecurity Incident

On September 7, Equifax – one of the three largest American credit agencies – announced a cybersecurity incident potentially impacting consumer information, including Social Security numbers, birth dates, addresses, etc., leaving them vulnerable to identity theft. I want to make sure you’re aware of available resources to ensure the protection of your personal and financial information. Please follow the steps below […]

Read More