OUR approach
Our strategy uses intuition, instinct and reason to understand what moves markets. Our tactics analyze the forces of supply and demand that determine the price of financial assets.
The primary focus of our analysis is US equities. The purpose of our insights is to aid in the development and implementation of a successful portfolio investment strategy. Given the global nature of today's economies and markets our analysis includes global equities, fixed income, commodity and currency markets.
Our analysis uses a combination of macro-fundamental and technical factors that enables investors to develop and tactically implement an investment portfolio strategy.
The primary focus of our analysis is US equities. The purpose of our insights is to aid in the development and implementation of a successful portfolio investment strategy. Given the global nature of today's economies and markets our analysis includes global equities, fixed income, commodity and currency markets.
Our analysis uses a combination of macro-fundamental and technical factors that enables investors to develop and tactically implement an investment portfolio strategy.
OUR PHILOSOPHY
We use intuition to develop our investment insights. For us intuition is the link between experience and knowledge; instinct and reason.
We believe the markets have a tale to tell and we should be listening to it.
For years I referred to my approach as ‘eclectic’ trying to describe how adaptive and flexible I was in developing my investment insights. It is daunting to consider the myriad variables today’s investor must consider. Perhaps that is why AI seems to be in vogue these days. Some investors seem to get comfort crunching vast amounts of data quickly trying to eliminate the unpredictability of change; so-called machine learning. Experience, knowledge and reason are tools of the conscious mind. Instinct and intuition lie in the nonconscious part of the mind. I use intuition to identify which variables are most relevant and my rational analytical mind as a check on my conclusions.
If thinking of me as a person with 40 years of experience and a deep knowledge of investing makes you more comfortable reading my insights that’s fine. But if you are intellectually curious and opportunistic we think you will find our work useful and interesting.
Our approach to developing an investment strategy begins with macro-analysis. Here we identify what we believe are the primary drivers of investment returns from both a fundamental and technical perspective. The question we seek to answer is which variables, at a given point in time, are the primary drivers of those returns.
We believe the markets have a tale to tell and we should be listening to it.
For years I referred to my approach as ‘eclectic’ trying to describe how adaptive and flexible I was in developing my investment insights. It is daunting to consider the myriad variables today’s investor must consider. Perhaps that is why AI seems to be in vogue these days. Some investors seem to get comfort crunching vast amounts of data quickly trying to eliminate the unpredictability of change; so-called machine learning. Experience, knowledge and reason are tools of the conscious mind. Instinct and intuition lie in the nonconscious part of the mind. I use intuition to identify which variables are most relevant and my rational analytical mind as a check on my conclusions.
If thinking of me as a person with 40 years of experience and a deep knowledge of investing makes you more comfortable reading my insights that’s fine. But if you are intellectually curious and opportunistic we think you will find our work useful and interesting.
Our approach to developing an investment strategy begins with macro-analysis. Here we identify what we believe are the primary drivers of investment returns from both a fundamental and technical perspective. The question we seek to answer is which variables, at a given point in time, are the primary drivers of those returns.
Implementing an investment strategy recognizes the fact that financial asset prices are determined by the equilibrium of the forces of supply and demand. What’s important for investors to recognize is that this equilibrium is dynamic not static. And here we bring to bear our technical analysis skills as we seek to identify the trajectory of equilibrium which enhances returns and mitigates risk.
We think the goal of technical analysis is to understand the interplay of price action and the fundamental background. This is done by describing the technical landscape for a given security. To accomplish this, we analyze price action and investor sentiment.
One of the unique aspects of our work is our ability to place the news flow within the context of the markets technical position.
Our approach to risk management can be portrayed by a railroad crossing. We seek to complete our journey without getting hit by a train we don’t see coming. For instance, take a school bus driver stopped at a railroad crossing. At that moment there is also a bird sitting on the tracks. No train appears to be coming around the bend, but the bird suddenly takes flight. Is the bird reacting to track vibrations from an oncoming train or is it just a whim? Being able to sense risk, as well as identify it are equally important to investment survival.
Our clientele is kept up to date by our publication ‘Intuitive Investing’ and our Blog "Intuitive Investing In Motion". You can find us on Twitter and LinkedIn as well.
We think the goal of technical analysis is to understand the interplay of price action and the fundamental background. This is done by describing the technical landscape for a given security. To accomplish this, we analyze price action and investor sentiment.
One of the unique aspects of our work is our ability to place the news flow within the context of the markets technical position.
Our approach to risk management can be portrayed by a railroad crossing. We seek to complete our journey without getting hit by a train we don’t see coming. For instance, take a school bus driver stopped at a railroad crossing. At that moment there is also a bird sitting on the tracks. No train appears to be coming around the bend, but the bird suddenly takes flight. Is the bird reacting to track vibrations from an oncoming train or is it just a whim? Being able to sense risk, as well as identify it are equally important to investment survival.
Our clientele is kept up to date by our publication ‘Intuitive Investing’ and our Blog "Intuitive Investing In Motion". You can find us on Twitter and LinkedIn as well.
