Managing Your Family’s Wealth Without Spoiling The Heirs
In the classic 1971 film Willy Wonka & The Chocolate Factory, five children win a tour of a mysterious recluse’s candy factory. One of those…
Read MoreIn the classic 1971 film Willy Wonka & The Chocolate Factory, five children win a tour of a mysterious recluse’s candy factory. One of those…
Read MoreThe Problem of Cybersecurity As the use of technology in the investment industry increases, so too do the opportunities for criminals to take advantage of…
Times Are Ripe For Active Management Summary U.S. stock indexes are trading at or above valuation extremes The U.S. economy still has considerable economic slack…
“Competing Without a Coach: Why Passive Investors May Be Disappointed”Alan Hartley, CFA Summary Global growth expectations are tepid Interest rates are plumbing all-time lows Low…
2015 was one of the most challenging years we’ve faced as a value-oriented manager. Our investment style, broadly classified under the banner of value investing,…
Time to Buy Value Stocks? Black Cypress Commentary Summary The third quarter was abysmal for stock markets October has proven the pain short-lived Growth stocks…
Summary Stocks “finally” corrected The Federal Reserve was right to pause A U.S. recession is unlikely Investment opportunities are still plentiful It took over…
Yellen Provides Much Needed Rate Hike Guidance Federal Reserve Chair Janet Yellen gave a speech yesterday evening at The University of Massachusetts, Amherst. It was…
Thinking About Adding Risk? Read This First On Smart Asset Allocation Summary Investors considering increasing portfolio risk should first consider asset allocation breakevens About…
Black Cypress Q4: Ignore The Bears, The Force(s) Are With Us by Alan Hartley, CFA of Black Cypress Capital Summary The U.S. economy should continue…
Every time the stock market falls 3% or 4%, investors start to act like we’re staring at an oncoming locomotive. Though, each train has been…
Mean Reversion: The Third Time Is The Charm? by Alan Hartley, CFA of Black Cypress Capital The rule of three is a principle with various…