Keep Running
Our destination is worthy of the undertaking. We need only to continue to run our race.
Category: Commentary Log
A periodic commentary on the landscape of markets, performance and the world economy by Alan Hartley, CIO of Black Cypress Capital Management
Is a Recession Coming?
A recession is an unfortunate, but totally compulsory stop on the road to above-average returns. Fear them? No. Capitalize on them.
The World Reopens
The U.S. economy continues to bounce back from the worst of the pandemic.
Be Proactive
It is the rare individual, one who plans ahead, that has the resolve to invest additional capital when others are fearful.
Sometimes Discipline is Quickly Rewarded
Our discipline and new commitments made during last year’s drawdown were rewarded this quarter.
A Reason to Sell
Good money management isn’t just finding great investment ideas, but it’s also having a thoughtful approach for when to sell.
A Tale of Two Companies
Of these two companies, which would you rather own at today’s prices?