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Market Commentary – May 2019 – Managing the Managers

This May, I was invited out to Manhattan, NY for a due diligence trip with First Eagle Investment Management.  First Eagle has been the only money manager that I have used throughout my 17 year career in this business and one of their funds was the first fund I ever sold a client. They have always taken a thoughtful approach to portfolio construction and follow the mantra of being patient and investing in businesses rather than trading in and out of pieces of paper. Being that I have been invested with them...

First Quarter 2019 Market Commentary

If you have children as I do (Basketball Team and counting) you’ve probably been to an amusement park of one sort or the other… Legoland, Disneyland, Universal Studios or Knotts Berry Farm.  If you’ve been fortunate enough to have visited all four here in Southern California, you know that all four of them have roller coasters with Legoland being the most benign and Knotts Berry Farm arguably being the most aggressive.  What we’ve seen in the US Equity Market of late can be very much categorized as a roller coaster...

Market Commentary – 2018 – Limping Through The Tape

While I have never been brave enough to run a full marathon or a half for that matter (Go Jaymye!), I imagine if I ever did, my finish to that race would look much like the global equity markets in December of 2018 … limping through the tape!  The fourth quarter in the US was marred by a steep sell-off in “Risk” which included commodities (Namely oil), equities, credit, etc.  The almost panicked selling that took place on a few days during the quarter reminded me eerily of trading that...

Market Commentary July 2018

“Without loyalty you have nothing – you are nothing”

Seeing as I launched my new firm, Koa Wealth Management June 22nd of this glorious year – two thousand and eighteen – I want to first of all give a heartfelt “Mahalo” or “Thank You” to all of my clients who have decided to follow me into this world that I have embarked upon. Relationships are funny, in that you never know the value, Read More...

Market Commentary 6-22-2018

“Opportunities are like buses, there’s always another one coming”

– Sir Richard Branson

Global Equity Markets, which performed so flawlessly in 2017 are back to their old tricks. The US equity market once again in 2018 seems to be playing its old part of being the best house in a not-so-great global neighborhood.  GDP growth in Europe, Japan, China and many other Emerging Market countries seems to be slowing Read More...