Featured Articles
Interest Rates in a Freefall
Tim McPartland | January 6, 2015
Interest rates are tumbling quite hard this morning in a sign that the global economy is a basketcase--no surprise to us. Also in what has become a daily mantra crude oil is falling by about another buck--we suspect crude prices are racing to the bottom and will overshoot reality to the downside--also not a surprise to us. With all the…
Rig Counts off Another 3%
Tim McPartland | January 5, 2015
Last week we made a prediction that energy exploration rig counts in North America would drop around 3% weekly for 8 weeks--in likely our best and last correct prediction, rig counts fell by 3% last week.Baker Hughes has reported that active rigs in the U.S. fell by 29 last week and by 48 in Canada. Total active rigs are now at 2021…
2015 Starting off Soft – Interest Rates Continue Downward Move
Tim McPartland | January 5, 2015
Starting the new year off with a 180 point Dow drop isn't a great way to start, but generally speaking it doesn't matter a whole bunch to us.Crude oil prices are plunging today, but oil stocks are taking it relatively well. MLP's are off, but it isn't a huge bloodbath. The longer the fits and starts in the crude oil…
2015 Investing Year Starts in Earnest
Tim McPartland | January 4, 2015
With Monday just hours away the 2015 investing season gets underway in earnest--last week didn't count of much as everyone was still focused on the holiday season.It is good to remember that investing is a 'marathon' and not a 'sprint' and when we talk about the 2015 investing season we really mean that no matter how good or bad you…
Our 2015 Model Portfolio – Blended Income
Tim McPartland | January 4, 2015
We have now settled on our 2015 Model Portfolio - Blended Income.It is noted that this is new portfolio contains many of the same issues as our 2014 Model Portfolio - Blended Income. This makes a fair level of sense as we tend to stick with what we know (or with what we think we know). Additionally, we really believe that…
