Category: Investment Planning
Posted on March 14, 2017
Berkshire Hathaway Shareholder Letter – 2016
“Money is always there, but the pockets change.” -Gertrude Stein- In his latest Shareholder letter, Warren Buffet – admiringly known as the “Oracle of Omaha” and the architect-in-chief of Berkshire Hathaway, one of the world’s most prolific conglomerates… Read More
Posted on July 21, 2016
CAM Market Commentary Q2 2016
“Whenever you find yourself on the side of majority, it is time to pause and reflect.” -Mark Twain- After an unusually rough start, equity markets have reached new highs in 2016, thanks in large part to Central Bankers… Read More
Posted on June 20, 2016
Tune Out the Noise and Stay the Course
“Stay the course. When thwarted try again; harder; smarter. Persevere relentlessly.” -John Wooden- This is a nice overview by the American Funds to help long term investors tune out the noise and stay the course during a presidential… Read More
Posted on April 26, 2016
CAM Market Commentary Q1 2016
“Risk control is the best route to loss avoidance. Risk avoidance, on the other hand, is likely to lead to return avoidance as well.” -Howard Marks- For investors, 2016 did not begin with a bang. It began with a… Read More
Posted on March 7, 2016
Berkshire Hathaway Shareholder Letter – 2015
“It is not necessary to do extraordinary things to get extraordinary results.” -Warren Buffett- The Oracle of Omaha speaks again in his eagerly awaited annual Shareholder letter. As the political rhetoric escalates, Buffett is once again the voice… Read More
Posted on January 25, 2016
CAM Market Commentary Q4 2015
“You get recessions, you have stock market declines. If you don’t understand that’s going to happen, then you’re not ready, you won’t do well in the markets.” – Peter Lynch- For perhaps the first time since 2011, when… Read More
Posted on October 15, 2015
CAM Market Commentary Q3 2015
“The stock market is filled with individuals who know the price of everything, but the value of nothing.” -Phillip Fisher- Much as we have been expecting, volatility gripped the equity markets through much of August and September. The… Read More
Posted on August 4, 2015
Howard Marks: Risk Revisited Again
“You can’t predict. You can prepare.” -Howard Marks- From time to time, we come across a piece, offering a unique perspective that we think our clients may find interesting and refreshing. Attached is such a letter. Howard Marks,… Read More
Posted on July 21, 2015
CAM Market Commentary Q2 2015
“Everything is funny as long as it is happening to somebody else.” -Will Rogers- Throughout much of the second quarter, major equity indices reacted like a roller coaster. Equities rose and fell as investors weighed a potentially changing… Read More
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Posted on November 14, 2016
CAM Market Commentary Q3 2016
by C. Todd Fry, CIMA(R), CFS
“I’m optimistic about the country; I’m optimistic about the American people.” -Howard Schultz- Despite an unusually antagonistic and polarizing General Election campaign, equity markets remained relatively calm through much of the Third Quarter 2016, despite underlying concern over… Read More
Category: Investment Planning, Market Commentary