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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
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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
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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
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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
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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
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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
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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
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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
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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
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