alternative investments

2017 Q3 Market Review: Markets Continue to Rise Despite Geopolitical Turmoil and Natural Disasters

This is our review of the markets for third quarter and year-to-date 2017. Long term readers know that we do not believe in making forecasts, instead commenting on cross currents influencing the markets. As usual, our goal is to look at recent market results, put them in perspective,… Read More »2017 Q3 Market Review: Markets Continue to Rise Despite Geopolitical Turmoil and Natural Disasters

2014 Q2 Market Review: Everything Rises–Don’t Worry be Happy, or Worry a Lot?

This month we take our regular quarterly temperature of the markets. We look at recent market results with the goal of putting them in some perspective, and to see how that experience should set our expectations going forward. This month’s newsletter looks at the following topics: 2014 Q2… Read More »2014 Q2 Market Review: Everything Rises–Don’t Worry be Happy, or Worry a Lot?

Here Come the Hedgies!

If you have not already read this in the press, be forewarned that the SEC lifted an 80-year-old ban and will now allow hedge fund to solicit funds not only from sophisticated investors, but from any who meet a minimum standard of $1 million in net worth or… Read More »Here Come the Hedgies!

Alternative Investments

In July I attended a conference in Newport, Rhode Island for family wealth offices. (I used to consult to some family wealth offices in a previous incarnation, which is when I started attending.) I continue to go, since once in a while, investment ideas are introduced here before… Read More »Alternative Investments