Climbing the Wall of Worry!

This week is the one year anniversary of the rating downgrade of U.S. government debt. America had AAA rating for over 70 years, and last year’s downgrade brought warnings from many that the interest rates on U.S. government debt would be rise and inflation would begin to rise. Those fears did not come true. Since.. read more →

Emerging Markets Are Not Europe

We continue to see the Emerging market stocks get beat up as the global economy has cooled and the U.S. and European debt problems percolate every day. We believe that current headlines and TV talking heads are preventing investors from taking the long-term view on this important asset class. So… let’s step back and gain.. read more →

Walls of Worry

Record home foreclosures, high unemployment, massive municipal defaults, unrest in Egypt, record federal budget deficits, European debt concerns, higher interest rates, and rising inflation in China and emerging markets. Is there enough for investors to worry about? Yes-and then some! There usually is plenty to worry about and it seems like there is always another market.. read more →