Investment decisions, their genesis, and our thinking behind them.

Is the Trend Your Friend?

By Zev Abraham - “Prediction is hard. Especially about the future.” – Dr. Nils Bohr, the Father of Quantum Physics Investing is not easy and sometimes its thankless, even when you are correct. Last month we wrote[…]

A Broken Clock is Right Twice a Day (Part II)

By Zev Abraham - “Lets be honest about gold: It’s a pet rock” – Jason Zweig, The Wall Street Journal - 2015

A Broken Clock is Right Twice a Day (Part I)

POSTED ON July 31st - POSTED IN Gold, Price of Gold

By Zev Abraham - “Gold is Money, Everything Else is Just Credit” - J.P. Morgan


By Zev Abraham - Root Cause Analysis (RCA) is a methodology widely used in engineering, quality control, accident analysis and epidemiology.  Although not familiar with the term until recently, it came up several[…]

Don't Burn Down the House

POSTED ON June 5th - POSTED IN homebuilder stocks, mortgage, residential housing

By Zev Abraham - Our country has endured an unusual past few months.  On a national level the scale of the recent civil unrest is unprecedented since at least the late 1960’s Vietnam protests and perhaps before. […]