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JUNE MONTHLY NEWS LETTER
Cawthon Organization We at the Cawthon Organization are having an amazing month and hope you are as well! We have been diligently working...
Michael Penrod
Jun 16, 20222 min read


Last Friday Selloff and what it may mean for you
A day like last Friday can remind anyone of what a whipsaw really is. VIX- The measure of fear and volatility in the market, closed out...
jamesfournace
Nov 28, 20213 min read


Waves break at some point.
On Fox News Sunday, Muhammed El-Arian, the Former head of Pimco and current chief economist at Alliance, stated very clearly that...
jamesfournace
Oct 18, 20214 min read


Stability in Fragility
Now more than ever, it is crucial to exercise the utmost prudence in decisions regarding our investments. The volatility in the markets...
jamesfournace
Aug 18, 20212 min read


Time to take some off the table?
There are options! Preservation of Capital gains with competitive total return is possible. As every market participant is aware, the...
jamesfournace
Aug 8, 20213 min read


What are your choices to fight rising inflation?
Chairman of the Federal Reserve, Jerome Powell summarized his speech last Wednesday with the following statement. “If inflation were to...
jamesfournace
Jun 20, 20214 min read


The Elephant in the room
The platitudes of todays equity valuations are making 2000 look like a picnic. Our team is not bearish on the market, we are reasonable....
jamesfournace
Jun 7, 20214 min read


Irrational Exuberance
Yesterday, I had the misfortune of a conversation with a friend regarding the merits of bitcoin vs a REIT. This interaction not only...
jamesfournace
May 25, 20213 min read


Want to offset Market Risk? Dip your toes in the water.
Valuations in the market have been utterly absurd, a 30% P/E ratio translates into an ridiculous multiple, “price” on stocks. What we are...
jamesfournace
May 12, 20213 min read


Inflation Coming?
Purchasing Power Monetary and fiscal stimulus has been released into this economy during the pandemic. This has clearly had a positive...
jamesfournace
Apr 21, 20212 min read


Does it take a Genius?
This morning Larry Summers, who I am actually a fan of, used the term "Disposition of Functionality" on Fox News Sunday. What does that...
jamesfournace
Apr 11, 20212 min read


Should we fear a bear market?
Of course not: you need good strategy and a good team. Wow! The market is doing fantastic! It will probably continue to do so for some...
jamesfournace
Mar 28, 20213 min read


How about some good news?!
The challenges of this week have some bright spots. This week has been an interesting one for many in the country. In our great state of...
jamesfournace
Feb 17, 20213 min read


Chiefs vs Buccaneers / Bulls vs Bears
What does the Super Bowl have to do with the Market? On February 7, 2021 the Tampa Bay Buccaneers will take on the Kansas City Chiefs in...
jamesfournace
Feb 3, 20212 min read


Best Case, Worst Case, and Noise
How do we navigate these markets? When evaluating any decision, a prudent examination of that decision dictates we must evaluate the...
jamesfournace
Jan 31, 20212 min read


Recent events translate into portfolio volatility, or do they?
Total return always smooths out volatility, here is how. There is no doubt that recent events are weighing on investors' minds. Will it...
jamesfournace
Jan 28, 20212 min read


What goes up must come down
Or does it? Does high income mean high risk? What goes up must come down. Alas, Newton’s law applies in physics, as well as our equity...
jamesfournace
Dec 30, 20202 min read


Less Volatility, More Yield?
Preservation Capital with substantial Yield is possible.
jamesfournace
Dec 30, 20202 min read


Comfort in Times of Crisis: Covid-19 Response to CRE Investing
Why Is Now Still the Best Time to Invest in CRE REIT's? First, let me start by saying I am taking the corona virus seriously. However,...

Jonathan Hancock
Nov 2, 20202 min read


Residential and Commercial: The Multifamily Investment
Multifamily investment has become the best of two worlds! By: Stacey Harkness, Account Executive of Investment Sales Real estate can be...

Jonathan Hancock
Nov 2, 20202 min read
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