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Not Making Money in Stocks? Here's Why
If your 401(k) feels flat there's a reason. A quick glance at the chart below shows that the Dow Jones Industrial Average is below its...
James Tharin, CFA
Aug 20, 20191 min read
1,236 views
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2019 Mid-Year Outlook
Congratulations, you just made it through another bear market! We think the cyclical bear is heading back to his cave and that the...
James Tharin, CFA
Jul 8, 20195 min read
888 views
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2019 - More Turbulence Ahead?
This post is a synopsis of our 'fearless outlook' for the US Equity Markets in 2019.
James Tharin, CFA
Dec 17, 20184 min read
1,206 views
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Well, It's a Bull Market
I’ve been at the business of investing money for clients and myself for 27 years - almost to the day. I didn’t know it then but after my...
James Tharin, CFA
Oct 2, 20182 min read
1,382 views
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US Stock Market Second Quarter Review
When I first started playing and working on the Street of Dreams in 1991, the Dow Jones Industrial Average was trading around 3000. On...
James Tharin, CFA
Jul 16, 20182 min read
532 views
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Get the Picture?
Value Line (Geometric) Average. The Value Line Geometric Composite Index is the original index released, and launched on June 30, 1961....
James Tharin, CFA
May 15, 20182 min read
1,401 views
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The Year of the Dog
In February of 2018 the Chinese Zodiac Calendar flips to the Year of the Dog, specifically the Year of the Brown Earth Dog. According to...
James Tharin, CFA
Jan 2, 20183 min read
1,543 views
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Watching the FANGs for an Entry Point
According to Bespoke Institutional, stocks broke a 58 day streak of trading without a market move of over plus or minus 1% on August 10th....
James Tharin, CFA
Aug 22, 20171 min read
399 views
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Stocks and Bombs
For the last week or so the conflict of words between North Korea and the United States seems to have changed from a rapid boil to a slow...
James Tharin, CFA
Aug 18, 20172 min read
720 views
0 comments

Do You Really Want to Sell This Market?
Even after the recent political news, stocks appear to be very close to all-time highs and trading in an established long term channel....
James Tharin, CFA
May 19, 20172 min read
1,411 views
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Investment Highlights - April 2017
Was it Really a 'Trump' Rally?' The 1st quarter of 2017 started out optimistically on the part of investors as the surprise “Trump ...
James Tharin, CFA
Apr 3, 20173 min read
500 views
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Is the Stock Market Really Overvalued?
With the strong bull run in stock prices since November, we have been reading more from the perma-bear community about how overvalued the...
James Tharin, CFA
Feb 24, 20174 min read
736 views
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2017 Outlook - Predictably Unpredictable
Chart 1 Anybody who has been in the investment business long enough knows the futility of forecasting financial events – especially when...
James Tharin, CFA
Dec 28, 20166 min read
1,480 views
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The Valuation Bears Have it Wrong
In today’s low return environment, investors are scrambling to find higher yielding investments in order to fund future or a current...
James Tharin, CFA
Sep 19, 20162 min read
1,343 views
0 comments


How the Election Could Affect Your Investment Portfolio
It seems that every election year the pundits bloviate on why this cycle is different than any other election year in history. It...
James Tharin, CFA
Aug 15, 20163 min read
1,209 views
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What's in Style on Wall Street
Whether your game is growth or value, momentum, low volatility or indexing, strategies with strong academic underpinnings generally work...
James Tharin, CFA
May 4, 20163 min read
199 views
0 comments


First Under Statement of 2016 - January was Rough!
Current Outlook If 2015 was flat and boring for investors, then 2016 has ushered in an unwelcome change to volatility and losses. We...
James Tharin, CFA
Feb 4, 20162 min read
1,034 views
0 comments


What to do if you see a Bear
It’s been well publicized that the month of January 2016 was not the worst January in history for US equities - it was the second worst. ...
James Tharin, CFA
Feb 4, 20163 min read
1,168 views
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Buy Low Sell High
At Emerald Asset Management we believe that most investors would avoid many investing pitfalls if they would follow three primary rules. ...
James Tharin, CFA
Jan 4, 20161 min read
1,202 views
0 comments


Because Investors Have Forgotten What a Stock Market Correction is......
Note: The comments below were sent to our clients on August 27th. Over the course of five trading days U.S. Equities as measured by the...
James Tharin, CFA
Sep 1, 20153 min read
1,011 views
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