Q3 Portfolio Commentary & Outlook – Número Trés

Q3 Portfolio Commentary & Outlook – Número Trés

It’s only appropriate that in our third quarter commentary, we focus on the number three. Since our last update, ‘3’ is appearing more frequently and is shifting things in our world: Nightly low temperatures around Boulder have sunk into the 30’s, gas prices hover...
Q3 Portfolio Commentary & Outlook – Número Trés

Prepared for Turbulence

We don’t often send out correspondence based upon market movements, but since last Friday, things have gotten bumpy and we’d like to take a moment to climb out of the turbulence by putting things into perspective. First and foremost, prior to the stock market’s swoon,...

Q1 2017 Portfolio Commentary & Outlook – Cycle Schmycle

My ride into Boulder this morning featured baby bunnies emerging from their burrows, crabapple trees brightly blooming, and trout rising for a midge hatch in Boulder Creek –a pleasant reminder that the earth is warm with spring and a cycle has started anew. We homo...

Fear or cheer the Brexit?

Markets around the world tumbled this morning on news that voters in the United Kingdom (UK) chose to exit the European Union (EU), the so-called “Brexit” referendum.  In the aftermath of the vote, pundits and prognosticators are, as usual, calling for economic...