Global Bear Grumbles On For Second Straight Year (US Equities Late to the Party; Mauled Areas Starting to Look Attractive)

We Remain in the Midst of a Concerted Global Bear Market After yearly market lows in August and September, we saw a moderate bounce in select risk assets for the last quarter of 2015. Developed market equities rebounded off of [...]

By | January 15th, 2016|Investment Strategy, Private Investments|

Private Investment Update Q4-2015

  Delivering Consistent Income Our Private Investment Program continues to deliver on its stated goals: Provide security and returns through increasing cash flows Improve financial stability through reduced volatility Increase access through lower investment minimums We continue to work countless [...]

By | December 2nd, 2015|Investment Strategy, Lotus Club|

US Markets Barely Hanging On (At Least for Now)

US Markets Remain Extremely Overvalued! US markets remain extremely overvalued relative to historically-reliable indicators. One such indicator is the Shiller PE ratio, which measures the current market price to its average earnings over the last 10 years, smoothing out distortions from [...]

By | December 1st, 2015|Investment Strategy|

Private Investment Update Q3 2015

We are excited to share with you insights into our highly sought after Private Investment Program.  The Program consistently delivers on its four major goals: Increase client long-term returns Reduce portfolio volatility Increase diversification Deploy excess cash while public market remain [...]

By | August 31st, 2015|Investment Strategy, Lotus Club|