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Then and Now: The Crash of 1987

It wasn’t quite the Kennedy assassination, “9/11”, or the O.J. verdict, events where time seemed to stand still for a few moments.  But don’t tell that to the Wall Street traders and advisers who lived through “Black Monday,” the bloodiest … Continue reading

September 2017 Recap

Hurricanes Harvey, Irma, and Maria wreaked havoc within a few weeks of each other.  Houston was hit with historic rainfall from Harvey, and much of Florida was ravaged by wind damage from Irma.  But Puerto Rico suffered the most out … Continue reading

August 2017 Recap

It’s hard to stay focused on a lot of things, including the markets, in the face of the human tragedy like what we’ve witnessed from Hurricane Harvey and its aftermath over the last few weeks in South Texas, in the … Continue reading

July 2017 Recap

It’s becoming more common to hear the Bears calling for a big drop.  Why do they say that?  Well, first they hope to be right, which earns a lot of street cred.  It’s an easier call to make because risk … Continue reading

June 2017 Recap

It’s said that timing is everything. And that’s true. But really, it’s bigger than that. Time – itself – is everything, and truly the world’s best companies are finding ways to give you more of it. We got pretty lucky … Continue reading

March 2017 Recap

What a difference a year makes.  Do you recall how 2016 started? The United States’ Federal Reserve announced the first interest rate hike in years in December of 2015, and the S&P 500 would then plummet almost 11% over the … Continue reading

February 2017 Recap

Wayne Gretzky, a National Hockey League Hall of Fame inductee, is probably the greatest hockey player of all time.  He had a storied career even though he lacked overwhelming size or strength; in fact he was a good 30 pounds … Continue reading

January Recap

INTERESTING TIMES … As Chinese New Year celebrations wind down, it’s fitting to recall an expression that has been attributed to the Chinese for generations. The expression “May you live in interesting times” has an origin that is, ironically, interesting … Continue reading

September 2016 Recap

You know it’s the fall in North Texas when your kid comes home from school with tickets to the State Fair of Texas.  The Fair just kicked off its 130th year, and it’s a pretty big deal in these parts … Continue reading

June 2016 Year-to-Date and Monthly Recap

Knocked Down but Not Out Markets have been treated like a punching bag over the first half of the year, taking blow after blow from a host of issues. The utter collapse in commodity prices wreaked havoc across world markets … Continue reading