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Spare the Axe
by Scotty George of Alexander Capital, 7/2/24

Although this missive is tabbed as a 3rd quarter expository, it strikes home more as a 2025 conundrum because contained in the current data is a cause and effect that we believe is clearly being overlooked. Let’s begin with the fact that the stock market averages are trading at record highs.

Quarterly Commentary
by Scotty George of Alexander Capital, 4/2/24

Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.

Quarterly Commentary
by Scotty George of Alexander Capital, 12/29/23

Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.

Pave Paradise
by Scotty George of Alexander Capital, 9/29/23

Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.

T minus 10, 9, 8….
by Scotty George of Alexander Capital, 3/31/23

The investment landscape is pockmarked by intractable statistics that continue to impose strategic and psychological barriers to the short term potential of portfolio alpha.

Quarterly Commentary
by Scotty George of Alexander Capital, 1/3/23

Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.

Up, up, and...which Way?
by Scotty George of Alexander Capital, 12/31/20

Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.

Quarterly Commentary
by Scotty George of Alexander Capital, 10/1/20

Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.

Paradise Redefined
by Scotty George of Alexander Capital, 7/1/20

Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.

Two Roads Diverged...
by Scotty George of Alexander Capital, 3/30/20

Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.

A Body at Rest
by Scotty George of Alexander Capital, 12/31/19

Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.

The Home Stretch
by Scotty George of Alexander Capital, 9/30/19

Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.

Buckle Up
by Scotty George of Alexander Capital, 7/9/19

Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.

The Road Not Taken
by Scotty George of Alexander Capital, 4/1/19

Making money in the financial markets doesn't require elaborate schemes or technical ambidexterity. One simply has to be patient and ready to deploy appropriate disciplines to take advantage of any inevitable opportunity.

Not a Drop to Drink
by Scotty George of Alexander Capital, 12/31/18

The truth about water shortage isn't that we either have it or we don't. It's not an either/or proposition. In fact, it is much more complex than that. One of the greatest challenges the globe faces today is both the scarcity of and access to one of its most valuable commodities.

All Things Big and Small
by Scotty George of Alexander Capital, 10/1/18

Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.

Market Outlook
by Scotty George of Alexander Capital, 7/2/18

Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.

Turn Turn Turn
by Scotty George of Alexander Capital, 4/3/18

Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.

Market Outlook
by Scotty George of Alexander Capital, 2/6/18

Weekly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.

Fundamental Tango
by Scotty George of Alexander Capital, 4/1/14
The economy and financial markets are forever sending out mixed, parallel, or confusing messages. Inflation or stagflation? Buy now, or take your profits? Proceed slowly, or go home? At this moment, the signals are hardly synchronized.

Market Outlook
by Scotty George of Alexander Capital, 3/24/14
For those of us that have been around for awhile, we have come to recognize that each Federal Reserve Board Chairman has had a unique way of speaking and a unique personality. Remember the "Volcker Rules"? How about "Greenspan-speak"? Well, last week we had a chance to take a measure of the person, and her language, who currently presides over monetary policy, Fed Chair Janet Yellen. And while a snapshot is not necessarily a truism of the embodiment of the whole, there were a few takeaways, not the least of which was the market's (once again) overreaction to what was being said.

Market Outlook
by Scotty George of Alexander Capital, 3/17/14
What's another 200 point down day (Dow) when you're having fun? The violent and excessive overreactions of the week prior were added to by Asia and Europe on Thursday/Friday past, just for good measure.

Market Outlook
by Scotty George of Alexander Capital, 3/10/14
The irascible, and sometimes irrational, actions of the major indices this year should confirm for all observers that there's something at work in the financial markets that goes way beyond "traditional" fundamental analysis and good stock picking.

Market Outlook
by Scotty George of Alexander Capital, 3/3/14
Whereas the "micro" details of ascribing corporate valuations are litigated every day through securities' trading on global bourses, there is very little "macro" disagreement that we are at a critical global inflection where recovery and purchasing power either expand or remain less than satisfactory. If it doesn't happen now, after all the intervention, debate, austerity and fiscal changes, it is not likely to take root at all.

Market Outlook
by Scotty George of Alexander Capital, 2/24/14
In the four and one-half year market recovery since the "Great Recession" there has been a remarkable transformation in the construction and analysis of corporate earnings. This is something that gives me pause for concern.

Market Outlook
by Scotty George of Alexander Capital, 2/18/14
The new thinking amongst market analysts is that one must respond to every news flash, every short-term nuance, any variable that creates a daily ripple in prices or attitude, or risk having your portfolio drift in obscurity and underperformance. The new "keeping up with the Jones" demands that we stay tuned to business news programming 24/7 to see if were conforming to expectations.

Market Outlook
by Scotty George of Alexander Capital, 2/3/14
Despite the inverted gyrations of the stock market during the past three weeks, my market overview continues to be moderately bullish, of course with specific reservations about investors unbridled carryover of unrealistic expectations borne out of last years performance.

Market Outlook
by Scotty George of Alexander Capital, 1/27/14
Despite projections that interest rates might enter a secular upswing if the economy continues to improve, the inescapable fact is that bonds, and other fixed-income securities, are not the place for investors to generate yield, stocks are. The way to improve upon dwindling dividend and interest investment objectives is to build a portfolio of high yield equities, and to protect against downside market volatility with select stop-loss support.

Market Outlook
by Scotty George of Alexander Capital, 1/22/14
One of the most common themes we hear from political pundits and market observers these days is about either the demise or rise of the middle class, an amorphous, non-homogeneous group of people not quite rich but also not too poor. This class is often cited as the reason either to be for or against legislation, fiscal policy, social norms, or the price of a gallon of gasoline at the pump!

Market Outlook
by Scotty George of Alexander Capital, 1/14/14
The stock markets valuation expansion has left a bittersweet taste in the mouths of some who believe that this historic sequence of "new highs" is simply smoke and mirrors and accelerated expectations. Indeed, while the wealth effect is improving the lot of many, it is also exacerbating the gap between "reality" and "perceived-reality".

Weekly Market Commentary
by Scotty George of du Pasquier Asset Management, 12/13/13
Because so many things are subject to interpretation and subjective analysis, it is comforting to stumble across some data which might inexorably lead to only one conclusion, like gravity for example.

Weekly Market Commentary
by Scotty George of du Pasquier Asset Management, 11/27/13
This particular time of year is often a time of contemplation and reflection. As families and friends gather for the holidays, many pause to consider the year almost past, and perhaps the year to come. Whether its tax-lot accounting for securities bought and sold, or healthcare issues left unattended, or simply holding ourselves accountable for goals unmet, we tackle these issues as an annual right of passage each year.

Weekly Market Commentary
by Scotty George of du Pasquier Asset Management, 11/21/13
Some weekly commentaries are chock full of information, editorial content, market swings, economic data, and the like. Others, like today, reveal nothing magical about the preceding week or the outlook ahead.

Weekly Market Commentary
by Scotty George of du Pasquier Asset Management, 11/14/13
Here in the United States, we had local and regional elections last Tuesday. Several of the ballot initiatives, and many of the candidates, addressed what has commonly been phrased as the inequality gap. To be sure, in an ideal world, everyone has access to, and participation in, the bounty that this country has to offer. From sea to shining sea we do have a plentitude of idea-makers and resources available.

Weekly Market Commentary
by Scotty George of du Pasquier Asset Management, 10/29/13
With most of the political wrangling and debate nearly over, one hopes, we are left to deal with the residue of their cacophony. Politically, Im not astute enough to try and unravel the truths and un-truths spoken during the government budget debate and shutdown. But as an economic scientist, the numbers reveal an extraordinary landscape of congruent trendlines, missed opportunities, and plausible strategies for safely navigating the next 3 months.

Weekly Market Commentary
by Scotty George of du Pasquier Asset Management, 10/22/13
If youre like most of us, the continuum of political discourse is, by now, becoming (a) boring (b) laughable (c) shameful (d) disgusting. Let Washington worry about Washington, the markets are churning based upon rumor, innuendo, and hyperbole. It doesnt matter from which side of the circle one enters this maze, all that matters is finding an exit door.

Weekly Market Commentary
by Scotty George of du Pasquier Asset Management, 10/17/13
October 17th looms large as a critical inflection point in our economic/political discourse. On that date the U.S. Congress is supposed to raise the debt limit, which simply means allocating the funds to cover debts already incurred by the Federal government. The date is being held hostage by both political parties in order to relegitimize the previous election (2012) and to dial-up the rhetoric of disparate political ideology.

Quarterly Market Commentary
by Scotty George of du Pasquier Asset Management, 10/2/13
Many of us bear emotional scars from the excesses of a debt-driven, casino-like mid-2000 decade. The last recession was punctuated by lost jobs, lowering wages, diminishing portfolio valuations, putrid returns on cash savings, and a total decimation of confidence in the so-called Titans who drove the Wall Street bus during that period.

Weekly Market Commentary
by Scotty George of du Pasquier Asset Management, 9/24/13
The Federal Reserve kept its word last week: until they see an improvement in jobs growth and wages they simply wont budge on their mission to keep interest rates low to stimulate borrowing and economic expansion. What this means to the markets, however, is more ambiguous.

Weekly Market Commentary
by Scotty George of du Pasquier Asset Management, 9/18/13
Depending upon where you reside, or on which side of the issues you fall, it was a good week last week. We averted a military strike on Syria by the U.S., at least temporarily; we had reasonable adjustments to economic growth statistics; and most made some money in their portfolios. While cyclical dynamics are relatively benign, the broader secular outlook continues to build a solid foundation for recovery.

Weekly Market Commentary
by Scotty George of du Pasquier Asset Management, 9/9/13
The Syrian war crisis has prompted another moment in time for the markets to reflect and digest both the near-term and long term consequences of our response from a political and economic perspective. Whats most worrisome is the precedent of previous actions the U.S. has taken in global conflicts, and the potential catalysts for negative consequences for the markets.

Weekly Market Commentary
by Scotty George of du Pasquier Asset Management, 8/13/13
Despite the markets jittery, almost daily, responses to the Federal Reserves inferences about taking their foot off the pedal, the reality is that secular changes, like the kind considered, occur very slowly and give us enough time to prepare for, and analyze, the consequences real and imagined.Most importantly, we need to see significant changes in data, and perception of that data, over the long term in order to corroborate the Feds decision.

Weekly Market Commentary
by Scotty George of du Pasquier Asset Management, 8/6/13
Every investor is unique. Similarly, every investment opportunity is unique. Despite our desires to see otherwise, each situation must be measured on a paradigm of possibilities rather than being pigeon-holed into a structured definition.

Weekly Commentary & Outlook
by Scotty George of du Pasquier Asset Management, 8/1/13
Throughout the 1980s, we heard talk from the investment community to go global, invest worldwide, perhaps driven by true globalization of corporate exchange and balance sheets, and perhaps also by the need by firms to create new products for their consumers to devour. Mutual funds, brokerages, and private equity companies alike saturated the media with product offerings from every corner of the globe and every possible market sector, including telecom, basic materials, energy and industrial development.

Weekly Market Commentary
by Scotty George of du Pasquier Asset Management, 7/16/13
After having had a tremendous first half of the year, what direction might the market take into the next few quarters? On the one hand, trend analysis has indeed turned positive and would suggest that the throttle is in full go mode. However, we know from historical and economic analysis that markets cannot sustain linear acceleration indefinitely, and that even the most robust trend is susceptible either to linear reversion or cyclical unraveling.

Weekly Market Commentary
by Scotty George of du Pasquier Asset Management, 6/17/13
With the markets trading at all time highs and investors scurrying to find alpha, much is being made about the demise of the bond market. Analysts and economists are in accord that the age of bond appreciation is over. The cause? Global austerity and national treasuries forcing (holding) interest rates down to their lowest levels in generations.

Weekly Market Commentary
by Scotty George of du Pasquier Asset Management, 6/3/13
Recent history has shown us that when investors feel prosperous their spending habits become more robust. Sometimes they even throw caution to the wind and splurge on discretionary purchases they previously sought to avoid or postpone. Such is the nature of a rapidly changing landscape that what previously had been a vulnerability now becomes a necessity. The impact of financial decision-making can have a manic effect upon virtually any part of the world. This is why crises become epidemics, and cures become panacea.

Weekly Market Commentary
by Scotty George of du Pasquier Asset Management, 5/23/13
All in all, one’s track record of success, or defeat, is defined by the consistency of one’s methodology and the frequency of positive pulsebeats one can amass over a specific duration.

Weekly Market Commentary
by Scotty George of du Pasquier Asset Management, 5/15/13
Even in the face of this years remarkably vibrant stock market, there remains some ugly undercurrents of how the bounty doesnt touch everyone. In particular, I find it extremely disquieting, as an investor and as a citizen, that people might be going to bed hungry.

Weekly Market Commentary
by Scotty George of du Pasquier Asset Management, 5/7/13
The agonizing process of building momentum from a bear market economy has initiated a number of trends that remind us that time can be either an ally or foe. Inconsistent in its nature, a markets response from dire lows is not always a pleasure to watch.
Results 1–50 of 234 found.