Crypto-Crash Part 2 January 30, 2018

By Steven Vannelli, CFA in Markets, News

On January 17, I wrote a blog titled “Crypto-Crash” (link: where I speculated that the next stop for Bitcoin would be $8,000. On that day Bitcoin touched $9,100 and then bounced back to $12,000. It has since been range bound between $10,000 and $12,000……

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Crypto-Crash January 17, 2018

By Steven Vannelli, CFA in Markets

Bitcoin prices have corrected severely in the last 48 hours. The news flow suggests investors have concerns about increased regulation in China and South Korea. No doubt these headlines have spooked investors, but I think there is something else at work. Over the last year,…

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Happy New Year to Clients and Supporters! January 03, 2018

By Bryce Coward, CFA in Uncategorized

Dear Stakeholders, We’d like to take this opportunity to thank you all for your ongoing support and attention and to wish you the very best for 2018! In the next year, we’ll continue to focus our data driven analysis on what we feel are the…

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Taxes, Balance of Payments and the USD Paradox December 15, 2017

By Bryce Coward, CFA in Economy, Markets

Investors were finally treated yesterday to some of the most important compromise provisions to come out of the House-Senate conference on the Tax Cuts and Jobs Act. Among them were: 21% corporate rate Reduction of the top wage rate to 37% 20% deduction on pass-through…

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Special Report on the Energy Industry December 14, 2017

By Steven Vannelli, CFA in Economy, Markets, Portfolio Management

We expect momentum in the energy sector and resource-related currencies to continue into 2018. In this mid-quarter update to investors, we analyze what this means for the market. In summary: Oil prices are testing resistance, and if they can break out, there is significant upside. Oil…

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