Archives for Markets

Riding the Rockies Marketing Update April 6, 2020

Our long term clients (some, for more than 25 years) know that I am an “optimistic realist.” I suspect that over the years, I’ve evolved a bit less along the “optimistic” side to be a bit more “realistic” but that is, I suspect, the long term developmental process for most optimists.
Read More

First Quarter, 2020 Commentary

The first quarter of 2020 was one of the most volatile in the history of the capital markets.  No asset class was spared as a result of the Corona Virus which swept across the global population and its economies with “Blitzkrieg” speed, toppling people, businesses, the capital markets, and economies.  It was an historic quarter in so many ways.
Read More

Curt Lyman Guest Speaker on “Money and Politics in Delaware” Podcast.

On November 17, 2018, Curtis Lyman, CEO and CIO of Alpha Beta Gamma Wealth Management in Palm Beach Gardens, Florida, was featured on the podcast, “Money and Politics in Delaware” to discuss his views on the current stock market and economy. October was a volatile month for stocks—the single most volatile month since the infamous October of 2008. Curt says, “We think that the economic lights are primarily green, but there are a couple of yellow caution indicators.” He feels that U.S. stocks may have reached an apex; it might be time to diversify internationally and look at sectors that
Read More

Curt Lyman Featured on “Money and Politics in Delaware” Podcast

Curt Lyman appeared on the podcast “Money and Politics in Delaware” on August 25, 2018. The topics ranged from ETFs and bitcoin on the equities side of the market, to how rising interest rates might be poised to affect the fixed income bond side of things. Curt’s common sense approach is backed by 40 years of experience in investment management, and he’s seen two unexpectedly harsh bear markets in his career. His opinions are well-informed in terms of history. Curt feels the real issue which may be facing us now is liquidity, as there will be no buyers of bonds
Read More

7/31/2018 Riding the Rockies Trading Update

Clients who have been with us for many years know that this blog ‘Riding the Rockies’ began back in 2010 when I began spending some time in the Colorado Rocky Mountains cycling.  That time spent in the saddle of a skinny Italian bicycle has historically provided me with the solitude that’s sometime required to find balance and to ensure that all systems are functioning at full capacity, whether climbing Independence Pass or ripping down the long sweepers on Tennessee Pass at eye-watering speeds. My hope, in writing this blog, is to provide a sense of perspective when it seems like
Read More

Riding the Rockies, Trading Update, April 25, 2018

I’ve been spending a significant amount of time over the past several weeks pondering the following: Which of the two interest rate scenarios do I think are most likely to play out over the coming months: A ‘benign’ Federal Reserve with gradually rising interest rates along the curve over an extended period?  A ‘slow walk’ higher in a leisurely, controlled fashion? Interest rates rising gradually on the short end of the yield curve and long term rates remaining stable resulting in a flattening of the yield curve. A rapid rise in the yield curve with long rates moving higher as
Read More