CKBlog


Friday, February 01, 2019

Look Out for Outlooks 2019 Edition

by Steve Haberstroh, Partner

It’s very difficult to successfully predict the future. Whether your expertise is in elections, the weather, or financial markets, if your profession requires you to make predictions, then your profession requires you to be wrong most of the time.

Read on: Look Out for Outlooks 2019 Edition

Topic: The Market

 


Friday, January 25, 2019

2018 Market Review

by The CastleKeep Team

2018 reminded investors that equity markets are unpredictable and volatile. As they should be. Otherwise, why should we expect 8-10% returns per year over the long run?

Read on: 2018 Market Review

Topic: The Market

 


Wednesday, July 25, 2018

Things Move Fast. Slow Down. Our 2018 Q2 Market Review

by Charlie Haberstroh, CEO & CIO

In this era of social media, it is important to remember that events which used to take hours, days, weeks, or even months to reach the news are now shared with millions within minutes. Due to constant “breaking news” we are all subject to instant analysis, gut reactions, and ultimately superficial responses to events. It’s hard to block out the noise. Things seem to be moving too fast. What to do?

Read on: Things Move Fast. Slow Down. Our 2018 Q2 Market Review

Topic: The Market

 


Friday, April 20, 2018

Don’t Sleep on Non-US Stocks

by Steve Haberstroh, Partner

Over the last 14 years in the business ... one thing has become clear to me. Mean reversion is real and universal. Things that have been hot for a while tend to cool down. Likewise, things that have been out of favor eventually become the favorites. You earn the fruits of the good times by sticking through the bad times. What am I talking about?

Read on: Don’t Sleep on Non-US Stocks

Topic: The Market

 


Tuesday, February 27, 2018

“Steve’s Notes” on Buffett’s 2017 Annual Letter to Shareholders

by Steve Haberstroh, Partner

Steve Haberstroh’s takeaways on reading Warren Buffett’s letter to Berkshire Hathaway shareholders.

Read on: “Steve’s Notes” on Buffett’s 2017 Annual Letter to Shareholders

Topic: The Market

 


Wednesday, February 14, 2018

Is it Time to Break Up with the S&P?

by Steve Haberstroh, Partner

Many of you out there have committed nearly 100% of your investable assets to the S&P 500 index or have been contemplating doing just that. Given the recent correction (we officially hit a 10% sell-off in the index), on this Valentine’s Day, I ask “should you break up with the S&P?”

Read on: Is it Time to Break Up with the S&P?

Topic: The Market

 


Friday, January 19, 2018

2017 Market Review

by Charlie Haberstroh, CEO & CIO

Notes from our CIO on the Market in 2017, and some things to consider in 2018.

Read on: 2017 Market Review

Topic: The Market

 


Wednesday, January 17, 2018

Look Out for Outlooks!

by Steve Haberstroh, Partner

Look Out, the 2018 Financial Outlooks are out!

Outlooks are rarely accurate. It is impossible to successfully and consistently predict the outcomes of the financial markets, especially in the near term. 2017 is a perfect example of why the markets have the habit of proving prognosticators wrong.

Read on: Look Out for Outlooks!

Topic: The Market

 


Friday, December 08, 2017

Bitcoin, FOMO, and the Greater Fool

by Steve Haberstroh, Partner

Over the last several weeks, I’ve fielded many inquiries about Bitcoin. “What is Bitcoin?” “Should I invest?” “How do I invest?” “Am I too late?” I have many conversations about Bitcoin with some of the smartest people I know who are also trying to figure this out. It’s starting to reach a fever pitch. What to do?

Read on: Bitcoin, FOMO, and the Greater Fool

Topic: The Market

 


Thursday, October 19, 2017

Black Monday

by Steve Haberstroh, Partner

What would’ve happened to a $10,000 investment made on Black Monday if you’d just left it in the market for the next 30 years?

Read on: Black Monday

Topic: The Market

 

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