Investor Insights

How many times have the experts excuses of the moment for certain doom been proven wrong. How many times have we been told something was bad for us - only to see that the opposite scenario is also bad? It is was not so sad it would be funny. Listen in and let us know what you think.

In this episode we review a few current stats - and ask this question: Are we really not seeing the obvious? We are at record high GDP - even as we watch a pause in the pace of growth.

Even though we have suggested May and the summer doldrums could work against the market and cause another swoon (to take advantage of), we stand by the idea that the bear argument continues to ring hollow. In this episode we stand back for a larger view of the data and reconsider one thought: it's better than the masses understand. That said, patience will be tested again before we are out of the cloud of dust.

Too much confusion, too much data, too many opinions, too much stress, so little time. This has historically led to poor decisions for many. Let's step way back and see the bigger picture with a far more productive perspective.

Listen in and let us know what you think.

We have watched the markets move to and fro for the last 18 - almost 19 months now, effectively going nowhere. Indeed, over the last 12 months, all major averages are in the red - year to date - they are they are teetering between red and green, depending on the week. Walking in quicksand is what we call it. We have had periods like this before - the mid-80's and '94-'95. Both looked bleak - both were a pause. Both were as frustrating and tense as we find ourselves now. But, neither turned into a recession - both in fact, were turned out to be foundations from which we launched the next growth wave.

Listen in and let us know what you think.

Too many think they can be ready for the next surprise. It's called a surprise for a reason - no one sees it coming. Black Swans are the same by the way - hence, they are impossible to see before they arrive which is their definition. Here is the kicker though: Not everything "out of left field" is going to be negative.

Listen in and let us know what you think.

Earnings seasons are almost always the same in recent years - full of stress and anxiety about results - from the last 90 days. In this episode we cover just how much can be overlooked when we think in constant terms of "worst-case scenario" on nearly every data point released.

Listen in and let us know what you think.

As we approach May, one can already hear the chatter about "sell in May and go away". If it only worked so easily. History tells us we are far better off using the summer swoons to build upon, rather than run from.

Listen in and let us know what you think.

In this episode we cover the aspects of the slower growth GDP readings as well as all the reasons we should not be shocked. After-all, once you listen in, it will be easy to recognize why we have this tepid economic growth. It's a combination of fear, anxiety and fiscal policies which are stifling the ability for business to expand. Lopping billions off the top of the growth we are seeing for social program investments nullifies most of the efforts.

In this episode we review why the earnings season may give us another wave down to take advantage of in building for the surprising upside in our future as Generation Y takes the reins.