Fear is a priceless asset to smart investors

August 25, 2015 by Ehren Stanhope

The mettle of investors has been severely tested over the last few weeks. Since the market's recent June highs, a litany of issues in Greece, Iran, and China have plagued the stock markets. Emerging markets have reached bear market territory while U.S. large cap indices have broached the "correction" juncture. U.S. small cap is in a bear market as well. Long term U.S. Treasuries have rallied. The dollar has weakened. Commodities, including oil, have tanked. It's enough to make an investor's head spin.

Currency Wars

August 18, 2015 by Ehren Stanhope

A friend of mine recently asked what implications exist for the Chinese Yuan devaluation— specifically as it relates to Iran Nuclear negotiations. I had not thought about the connection until being asked the question. After thinking about it, I settled on "significant".

Should investors fear rising rates?

July 24, 2015 by Ehren Stanhope

The talking heads have successfully put everyone back on their heels at the faintest whispers of rising interest rates. Could we be close to a major, multi-decade structural shift in interest rates?

U.S. small cap: mediocrity lies at the intersection of maximums and minimums

July 16, 2015 by Ehren Stanhope

Small capitalization stocks are an interesting breed. This portion of the markets contains thousands of names that are unloved and unappreciated. The space is a treasure trove for long-term and disciplined individual investors.

The tug of war in global markets is nearing an inflection point

June 30, 2015 by Ehren Stanhope

Disciplined investors know to never let a crisis get in the way of a good opportunity. Patient, long-term investors may soon have occasion to pick up select foreign investments at deep discounts.