The Evolution of AI + Predictive Analysis – Part 1
A groundbreaking article from The Journal of Portfolio Management1 informs us that the stock market is a[…]
Letter to Investors
It’s Been a Grizzly Month… On March 12th we entered the first bear market since the Great[…]
Monitoring the Markets & the COVID-19 Virus
What started as a small outbreak of a flu-like virus in China has rapidly spread infections, fear,[…]
2020 Market Outlook – Not Too Hot, Not Too Cold, Just Right?
2020 will be defined by the three C’s: Consumer, Credit, and China. The return to a prolonged[…]
“Free lunch” From Social Security Benefits Loophole
A common adage in economics is “there is no such thing as a free lunch”. Although generally[…]
2019 Market Outlook – Receding Tides
The markets hit the reset button at the end of the year. We expect the sledding to[…]
Are Markets Hitting the Reset Button or Will the Global Selloff Continue?
It has been a wild week for the markets. A global selloff in bonds sparked fears that[…]
2018 Market Outlook – The View from the Top
The return of broad-based global economic growth last year pushed the markets to new highs. This year[…]
2017 Market Outlook – Back to Business
2017 is shaping up to a be a year in which the future direction of politics and[…]
2016 Market Outlook – We’ve Been Here Before
Before we begin to discuss our outlook for the upcoming year, we feel it’s appropriate to take[…]
Let’s Connect
©2025. Advisory services offered through Waterloo Capital, LP, An SEC Registered Investment Advisor.