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Fishing Holes for CatSharks

News Quality and Sources People consume their information in all sorts of ways from a wide variety of sources. Here’s our view on the various major news sources for financial information and the eleven economic sectors because where you fish impacts...

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Stock Market Adulting

 Adulting the Stock Market   Introduction With the New York Stock Exchange’s founding in 1792, US companies in need of fresh capital could meet investors in a formal setting governed by rules and regulations. In today’s world, every major stock...

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What Is My Return On Investment

What Is the Return on My Investment Looks So Simple Looks can be deceiving and the wrong math applied to any calculation is dangerous. Further, calculating returns is typically more complex than dividing two numbers. Before we break out the math,...

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Risk Explained

 Risk Explained   A Very Misunderstood Concept Let’s start with a practical definition – risk is the degree to which a future thing is uncertain. So, for example what has greater risk: the sun rising or me eating a banana for breakfast tomorrow? We can look backwards, as most people do, to observe there has never been a day when the sun did not rise, but I eat...

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Regulations Matter

Regulations Matter Treacherous Waters The two pillars guiding our investment philosophy: Everyclient’s money reflects someone’s deep effort to create that  Webalance capital preservation against keeping up with the overall  The money we manage provides a vital tool for smoothing life’s rough spots as well as providing a base for...

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Performance Review

Performance Review   Performance Review as at November 29.2024 We’ve been operating our strategy for 47 months and over that time the stock market has swung hard in each direction. We present an evaluation of how well we are doing when compared to the...

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Human Error

Human Error   The Information is Out There Here’s an interesting fact to ponder: over the decades, our ability to get information to the general public has leveled the playing field for almost every investor. With far swifter access, shouldn’t we...

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Hard Assets & Crypto

Hard Assets & Crypto   When Did Crypto Become a Hard Asset? If Wall St. is good at anything, it’s storytelling; and as the currency story fades, we now hear credible fund managers declare crypto a “hard asset.” What do they mean by that? According to...

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