News Weekend Reading Posted on September 15, 2016September 15, 2016 By Matt Some articles for your down time this weekend. Don’t forget the Northeast Ohio PKD walk is this weekend! Man clocked doing 88mph in DeLorean Liz Ann Sonders – “The media, more than most, persistently look for a narrative to explain every daily move in the market. It’s rarely that simple.” Why… Read more
Due Diligence The Angels’ Share Posted on September 14, 2016April 13, 2017 By Matt As a whisky (whiskey here in the States) matures, it loses about 2% of its volume to evaporation each year. Distilleries call this The Angels’ Share. They fill oak casks with a precious liquid knowing that each year part of their hard work will simply disappear. I can’t help but think… Read more
Investing The Bull and the Swan Posted on September 8, 2016 By Matt Preparing for the swan, it’s possible to miss out on the bull. In my monthly commentary for Fairway, I asked “What does a 20% gain feel like?” Spoiler alert: it feels like right now. The S&P 500 is up about 20% since the bottom in February. However, no sales people… Read more