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Our Philosophy

... a game of semantics and borderline investment jargon. Warren Buffet himself (a traditional value investor) said “growth and value investing are connected at the hip”. A typical growth company ideally ...

Meet the Firm

...  resources are to be managed prudently. Matt's curiosity and passion for investing was further sparked during the stock market crash of 1987. Being a new investor without any guidance and coupled with t ...

John Hussman says we are headed for a stock market crash!

  If you’re smart…does it imply that you’re always right? In many instances that may often be the case, but when it comes to investing, some of the most brilliant people on the planet are reduced to ...

Are we climbing the “Wall of Worry” ?

...  weeks ago we were in Chicago for discussions with analysts, economists, and elite portfolio managers. What’s interesting is that the majority of the investing public is living in fear and at their utmos ...

MPG Core Tactical 60/40: August 2015 Performance Update

  If you’ve never experienced a stock market correction until now (technically defined as -10% or more), you have either never invested or have only been investing since 2012. For the vast majority ...

The 100th Letter to Dear Mr. Market

... ck here to read) Entertainment and investing do not go hand in hand. Investment advice that is followed by a loud ‘booyah’ could certainly qualify as lunacy! Experts and Amateurs are Wrong on REITs (cl ...

Is Jim Cramer's Diversification Advice Insane?

... we want to bring him to your attention. His investing record is completely transparent and made available to the public. The subject of his performance (or lack thereof) is for another day, but what ...

How much will your bonds lose when interest rates increase?

... income, especially in this low interest rate environment. Remember that higher expenses do not correlate to higher returns. Investing is the one area where the old adage of “you get what you pay for” is ...

MPG Core Tactical 60/40: February 2015 Performance Update

... Nasdaq 5,000. Nothing could go wrong from here, could it? Is this another perfect backdrop for the four most dangerous words in investing? “It’s different this time”. It’s without question that the ...

3 Main Criteria for Selling a Stock

...  Technical Analysis: Whether you believe in following the charts and trading patterns of a stock or not…you still need to be aware of them. Like it or not, many decisions from the bulk of the investing ...