Strategy Allocations for August 2022
We ought not be surprised when the thermometer tops 98 in late July. It happens every year but we still hear folks talking as though it is a new thing. Climate change, perhaps. However, [...]
June 2020 End of Month Updates
What a month! June used to be for brides. This year it is for warriors. The Old Guys chat about the volatility in the markets and how their portfolios managed to handle [...]
Strategy Allocations for July 2020
Finally, they all said with relief. The Low Volatility strategy is back in bidness. Yes, you will be very busy this month repopulating the Low Vol positions. There are 5 issues to acquire. In [...]
Strategy Allocations for June 2020
A little review of the year so far. Below is a chart that most of you haven't seen before. It is one of the ways the Old Guys measure volatility and market inflection periods. [...]
Strategy Allocations for April 2021
12 cubic yards became 4 cubic yards. Huh? Wachu talkin bout Willis? I am talking about manure. Last fall, our neighbor was kind enough to drop 12 cubic yards of horse manure on the [...]
Strategy Allocations for March 2021
Well, finally some volatility in the markets. The past few weeks have seen new highs in markets and some expected and welcome volatility with 6 of the last 8 days giving away some value [...]