INSIGHTS

By: Matt Garrott As usual, Warren Buffett’s letter to shareholders of Berkshire Hathaway is a must-read.  It is well known that he advocates low-fee indexing for most investors.  As his famous bet with a hedge fund of funds manager winds down, Buffett unleashed both barrels on high-fee money [...]

By: Matt Garrott Punxsutawney Phil practices accurate ambiguity. The vast majority of the time, he sees his shadow.  This portends 6 more weeks of winter, generally lining up with the Spring Equinox.  What a great strategy.  Winter usually lasts 6 more weeks so predict 6 more weeks of [...]

By: Matt Garrott We’ve witnessed the peaceful exchange of power in the most powerful country on the planet.  Now, how do we create a “Trump Portfolio” of only the best, really the greatest, everybody says so securities?  Does it make sense to overweight small cap manufacturing stocks that might benefit [...]

By: Matt Garrott What Happened in 2016 The stock market started the year on the wrong foot with a 10% drawdown. It was the worst start to a calendar year ever and prompted knee-jerk reactions such as the RBS note for their clients to “sell everything”.  [...]

By: Matt Garrott The S&P 500 is up over 3% since the election. I hesitate to call this a “Trump Rally”, especially as the election looms so large in recent memory.  For now, it seems prudent to recognize that the election has brought with it a [...]

By: Mark Weiskind No matter your political leaning, you likely didn’t expect Donald Trump to win the election last week.  Most of the “experts” (the pollsters, the pundits, the media) sure didn’t see it coming, Hillary Clinton seemed a lock.  Nor did you likely expect the [...]