by admin | Dec 26, 2012 | Archives, Capstone, Changing Times
By Ted Schwartz Well, it turns out the world did not end on December 21. Shocking, isn’t it? So, we have to look ahead to what we might expect in 2013. Dr. Doom here is actually mildly optimistic. We are not in the business of forecasting, but we think taking the...
by admin | Aug 5, 2012 | Archives, Asset Change, Capstone, View on Market
By Ted Schwartz If you tune in to politics recently, you are encouraged to take sides in a false dichotomy. You are asked to choose between the people who believe in the free market and the people who believe in government (AKA “Socialism”). This is an absurd choice...
by admin | Jul 18, 2012 | Archives, Capstone, View on Market
By Ted Schwartz and Kevin Starkey Bill Gross has always been one of the few voices that we at Capstone believe is worth listening to. The world’s largest fixed income manager got that way through solid performance over decades. His thinking is usually lucid and...
by admin | Jul 6, 2012 | Archives, View on Market
By Kevin Starkey and Ted Schwartz Sell in May and go away for the summer this year? Maybe not, according to data compiled by our research partner Hidden Levers. In a recent study they conducted of Election Year markets, this year has gone amazingly well to the script...
by admin | Jun 19, 2012 | Archives
What makes today different (or is it really different?) By Ted Schwartz June 18, 2012 One of my most knowledgeable, savviest investors asked a great question the other day. What is driving all the volatility we see in the market? There are some great culprits...
