The CatShark Report (CatShark unemotionally catalogs every morsel while filtering with feline pickiness) Introduction April left the building and what a strange trip it’s been. Even as we made a furious recovery these last two weeks, we are...

What is Alpha? Have you ever wondered whether you earned enough for the risk taken? In the professional investor world, we use Alpha to measure extra return for the risk; and it is very valuable. Not All Returns Are Earned Equally We are all risk...

News Quality and Sources People consume their information in all sorts of ways from a wide variety of sources. Here’s our view on the various major news sources for financial information and the eleven economic sectors because where you fish impacts...

 Adulting the Stock Market   Introduction With the New York Stock Exchange’s founding in 1792, US companies in need of fresh capital could meet investors in a formal setting governed by rules and regulations. In today’s world, every major stock...

What Is the Return on My Investment Looks So Simple Looks can be deceiving and the wrong math applied to any calculation is dangerous. Further, calculating returns is typically more complex than dividing two numbers. Before we break out the math,...

 Risk Explained   A Very Misunderstood Concept Let’s start with a practical definition – risk is the degree to which a future thing is uncertain. So, for example what has greater risk: the sun rising or me eating a banana for breakfast tomorrow? We can look backwards, as most people do, to observe there has never been a day when the sun did not rise, but I eat...

Regulations Matter Treacherous Waters The two pillars guiding our investment philosophy: Everyclient’s money reflects someone’s deep effort to create that  Webalance capital preservation against keeping up with the overall  The money we manage provides a vital tool for smoothing life’s rough spots as well as providing a base for...

Performance Review   Performance Review as at November 29.2024 We’ve been operating our strategy for 47 months and over that time the stock market has swung hard in each direction. We present an evaluation of how well we are doing when compared to the...

Human Error   The Information is Out There Here’s an interesting fact to ponder: over the decades, our ability to get information to the general public has leveled the playing field for almost every investor. With far swifter access, shouldn’t we...

Hard Assets & Crypto   When Did Crypto Become a Hard Asset? If Wall St. is good at anything, it’s storytelling; and as the currency story fades, we now hear credible fund managers declare crypto a “hard asset.” What do they mean by that? According to...

Introduction For centuries, real estate has ranked among the best investments in developed countries. As our sophistication has evolved, so have the vehicles that make Real Estate more accessible to investors. Let’s explore and clarify this deep and...