CKBlog


Thursday, January 23, 2020

Wuhan Coronavirus: a Look Back at SARS & the Market

by Steve Haberstroh, Partner

With more news outlets covering the recent outbreak of the Coronavirus and the first reported case in the US, we thought that a post on the topic was warranted.

Read on: Wuhan Coronavirus: a Look Back at SARS & the Market

Topic: The Market

 


Wednesday, January 22, 2020

Netflix and Chill

by Steve Haberstroh, Partner

Netflix was up 4,181% during the 2010s. It was the best performing stock in the S&P 500 Index. Would you have held it the whole time?

Read on: Netflix and Chill

Topic: The Market

 


Friday, January 10, 2020

Look Out for Outlooks 2020 Edition

by Steve Haberstroh, Partner

It’s that time of year again where strategists share their predictions for the market in 2020. Ignore them. For the last three years I have documented their accuracy. And while these folks are no doubt brilliant, their predictions (guesses) have, on average, missed the mark by a wide margin.

Read on: Look Out for Outlooks 2020 Edition

Topic: The Market

 


Wednesday, November 20, 2019

Bank Stocks are Like Rental Properties

by Steve Haberstroh, Partner

Owning rental property is generally viewed as a terrific investment. When executed properly, you collect cash while someone else pays down your mortgage, allowing you to build equity. All while you sleep (until that 3 a.m. call to fix the toilet). If fixing toilets is not your thing, consider bank stocks instead.

Read on: Bank Stocks are Like Rental Properties

Topic: Strategies

 


Sunday, September 29, 2019

Choose the Best, Do the Worst?

by Steve Haberstroh, Partner

“Should I just invest my entire portfolio in the S&P 500 Index? It’s done so well and represents the best economy in the world.” But is it always a good choice?

Read on: Choose the Best, Do the Worst?

Topic: Strategies

 


Tuesday, September 10, 2019

Economists are Usually Wrong

by Steve Haberstroh, Partner

Economists are increasingly calling for a recession. Is this reason to worry? Should we run for the hills? Do economists know what they are talking about?

Read on: Economists are Usually Wrong

Topic: Strategies

 


Thursday, September 05, 2019

The Family Bank 2019

by Steve Haberstroh, Partner

Many wealthy families are increasingly looking to family members to help finance a home or new business venture. Going into business with family certainly can be tricky but if you have a good relationship with a wealthy family member, such loans may make sense.

Read on: The Family Bank 2019

Topic: Strategies

 


Tuesday, August 27, 2019

Don’t Let The Inverted Yield Curve Invert Your Investment Plan

by Steve Haberstroh, Partner

Recent headlines about the “Yield Curve Inversion” might make you panic. Before you panic, find out what an Inverted Yield Curve is and what it means.

Read on: Don’t Let The Inverted Yield Curve Invert Your Investment Plan

Topic: Strategies

 


Monday, May 06, 2019

Berkshire Meeting Notes

by Steve Haberstroh, Partner

Markets change. Politics change. But each year, Warren Buffett and Vice Chairman Charlie Munger stay on message and remind us to tune out the considerable static, do our homework, and act with conviction when the odds are in our favor.

Read on: Berkshire Meeting Notes

Topic: Strategies

 


Monday, February 25, 2019

“Steve’s Notes” on Buffett’s 2018 Letter to Shareholders

by Steve Haberstroh, Partner

It was another good one. Clear, concise, folksy, patriotic, and included a dig on the financial services industry. Classic Buffett.  Each year, Mr. Buffett reminds us and inspires us to keep it simple and stay the course.

Read on: “Steve’s Notes” on Buffett’s 2018 Letter to Shareholders

Topic: Strategies

 

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