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Monthly Updates

Inflation, Duration. . . .And Real Estate

Last week, the year-over-year change in the Consumer Price Index (CPI) came in at 4.2%, the highest reading in over 10 years. With the Federal Reserve creating/printing seemingly an endless supply of money, financial commentators began to ask “is this the beginning of 1970s inflation again?” We’ll examine the effects of higher inflation on the […]

By Bob Kargenian | Monthly Updates

A 1000 Dow Points Ain’t What She Used To Be, And Lessons From Howard Marks

We’ve come a long way, baby. No, I’m not referring to the 1978 ballad by the same name performed by Loretta Lynn. I’m talking about the Dow Jones Industrial Average, which first crossed the 1,000 level in November 1972. Today, nearly 49 years later, it sits comfortably above 33,000. We’ll touch on the milestones in-between, […]

By Bob Kargenian | Monthly Updates

Can You Sleep When The Wind Blows?

Years ago a farmer, whose fields stretched along the eastern seaboard, was looking for hired hands. It wasn’t easy to find help. People were reluctant to work on the Atlantic coast. They dreaded the regular raging storms that wreaked havoc on buildings and crops. Interviewing applicants for the job, the farmer received a steady stream […]

By Bob Kargenian | Monthly Updates

She’s 16, She’s Beautiful, And She’s Mine

Ok, so I’ve taken a bit of license with Ringo Starr’s 1973 hit, You’re Sixteen. But, you’ll soon see why. I’m calling this a TOHO update. This Only Happens Once. Almost like the YOLO that’s been popularized recently by the Wall Street Bets crowd (YOLO meaning, You Only Live Once). There’s no market commentary, and […]

By Bob Kargenian | Monthly Updates

What A Fool Believes

In general, I suspect that most men would agree (if they’re being honest) it’s usually not a wise thing to do the opposite of a wife’s or girlfriend’s advice. Even if such advice was unsolicited (as you’ll see in this case). So, it is with trepidation that I give you this month’s headline as one […]

By Bob Kargenian | Monthly Updates

Do You Feel Like We Do?

  Na Na Nuh Nuh Na Na, Na Na Nuh Nuh Na Na, Na Na Nuh Nuh Na Naaaaa Woke up this morning with a wine glass in my handWhose wine? What wine?Where the hell did I dine? (hint–The French Laundry)Must have been a dreamI don’t believe where I’ve beenCome on, let’s do it again […]

By Bob Kargenian | Monthly Updates

Should We (You) Fight The Fed?

This month, we’re taking a short break of our run of song-lyric headlines to focus on something that investors and advisors alike are struggling with. That is, what to do with bond allocations in perhaps what is the lowest yielding investment environment ever. I believe it was the late Marty Zweig, one of Wall Street’s […]

By Bob Kargenian | Monthly Updates

Out Of Touch

Shake it up is all that we knowUsing the bodies up as we goI’m waking up to fantasyThe shades all around aren’t the colors we used to seeBroken ice melts in the sunAnd times that are broken can often be one againWe’re soul aloneAnd soul really matters to meTake a look around You’re out of […]

By Bob Kargenian | Monthly Updates

Everything Is Different Now

I hate to tell you this, but I’m very, very happyAnd I know that’s not what you’d expect from me at allI’m not the kind to smile and bow out gracefullyI always wanted to take it to the wall But I found somebody with a heart as big as TexasI found an angel with the […]

By Bob Kargenian | Monthly Updates

Party Like It’s 1999

I was dreamin’ when I wrote thisForgive me if it goes astrayBut when I woke up this mornin’Could’ve sworn it was judgment day The sky was all purpleThere were people runnin’ everywhereTryin’ to run from the destructionYou know I didn’t even care Say sayTwo-thousand-zero-zero party overOops out of timeSo tonight I’m gonna party like it’s […]

By Bob Kargenian | Monthly Updates
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