CKBlog


Tuesday, September 29, 2020

Mega Tough to Play Microsoft

by Steve Haberstroh, Partner

If you find yourself buying stocks because your friends have made money in them or you want to sell a good business which stock has languished, take a look at Microsoft’s two-faced, two-decade run.

Read on: Mega Tough to Play Microsoft

Topic: The Market

 


Wednesday, July 22, 2020

2020 Semi-Annual Review: A Tale of Two Quarters

by The CastleKeep Team

We end the analytic portion of our review by reminding you that it pays to hold on. So, thank you for doing just that, especially during the most volatile and perhaps scariest six months some of us can remember.

Read on: 2020 Semi-Annual Review: A Tale of Two Quarters

Topic: The Market

 


Thursday, June 11, 2020

In Recession

by Steve Haberstroh, Partner

We’re in a recession. So do we buy or sell now, or what?

Read on: In Recession

Topic: The Market

 


Wednesday, April 15, 2020

The Longest Quarter

by The CastleKeep Team

We started our 2019 Annual Review letter with “Everything Worked.” The opposite was true in the first quarter of 2020. Nothing worked. It was very ugly and it happened so fast.

Read on: The Longest Quarter

Topic: The Market

 


Thursday, March 26, 2020

Three Million Jobs Lost

by Steve Haberstroh, Partner

As I type this, the S&P 500 Index is up 3% to 4%. More than three million people lost their job last week! How on earth is this possible?

Read on: Three Million Jobs Lost

Topic: The Market

 


Monday, March 16, 2020

The Most Common Question

by Steve Haberstroh, Partner

The S&P 500 Index dropped 11.98% on Monday, March 16. In a perfect world, we would have seen this coming, understood the extent of it, knew how long the selling would last, and perfectly timed our re-entry into the markets. But last I checked, as evidenced by the virus’ outbreak, we don’t live in a perfect world.

Read on: The Most Common Question

Topic: The Market

 


Thursday, March 12, 2020

10% from the Bottom

by Steve Haberstroh, Partner

You have no idea when the market will bottom. I have no idea when the market will bottom. Why? Because none of us perfectly called the top of the market so why would we expect to be able to call the bottom?  Some of our clients have been putting cash to work in this environment. A common question has been, “When is the right time to invest?”

Read on: 10% from the Bottom

Topic: The Market

 


Saturday, February 29, 2020

Indiscriminate Selling

by Steve Haberstroh, Partner

Last week was ugly. The S&P 500 Index declined 12.76% from its highs literally seven trading days ago. Other than cash, gold, a few biotech companies, and video conferencing companies, there was virtually nowhere to hide. We would argue the selling was indiscriminate. Globally, investors were in total “risk off” mode.

Read on: Indiscriminate Selling

Topic: The Market

 


Thursday, February 13, 2020

Sleep Regression and the Stock Market

by Steve Haberstroh, Partner

Humans suffer from recency bias. We take the most recent information and extrapolate it into the future. Nowhere is recency bias more apparent than in the stock market.

Read on: Sleep Regression and the Stock Market

Topic: The Market

 


Tuesday, January 28, 2020

2019 Market Review

by The CastleKeep Team

Everything worked in 2019, despite trade wars, yield curve inversions, recession fears, tensions in the Middle East, House impeachment of the President, WeWork pulling their IPO ... So what is going on?

Read on: 2019 Market Review

Topic: The Market

 

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