• Investors should remember that excitement and expenses are their enemies. And if they insist on trying to time their participation in equities, they should try to be fearful when others are greedy and greedy when others are fearful.

    Warren Buffet

Capital Market Review

Iron Capital’s quarterly review of capital markets performance and updated market forecast.


  • Capital Market Review
  • First Quarter 2018
  • Iron Capital Advisors

First Quarter 2018

“We are bigger than US Steel,” said Hyman Roth to Michael Corleone in the classic film The Godfather Part II. That scene was placed in a Cuban hotel shortly before the conclusion to the Cuban Revolution in 1959. The irony being that both the mob and US Steel had begun to decline in importance by the time the movie came out in 1974. Those trends have continued to this day.


  • Capital Market Review
  • Third Quarter 2017
  • Iron Capital Advisors

Third Quarter 2017

What could go wrong? Last quarter we discussed the return of international leadership in the capital markets. It seems only right that in a quarter where emerging market stocks went up 8.04 percent that we maintain that focus.


  • Capital Market Review
  • Second Quarter 2017
  • Iron Capital Advisors

Second Quarter 2017

The lost decade. Back in 2010 there was a great deal of talk about how the United States stock market had gone nowhere for a decade. Fast forward seven years and we now find ourselves at the top of a very old bull market in US stocks, while the rest of the world has now experienced a lost…


  • Capital Market Review
  • First Quarter 2017
  • Iron Capital Advisors

First Quarter 2017

We have a new administration who has promised to take us in a new direction. The outline of which most investors have pronounced positive, with their actions if not otherwise. But, ultimately it is about what actually happens and not just promises.


  • Capital Market Review
  • Fourth Quarter 2016
  • Iron Capital Advisors

Fourth Quarter 2016

President Trump. It is hard to argue that there was a bigger story in the fourth quarter of 2016 than the election of Donald Trump as the President of the United States. To be honest I wish there was, but as they say, “it is what it is.”

  • ~First Quarter 2018

  • What could go wrong? Last quarter we discussed the return of international leadership in the capital markets. It seems only right that in a quarter where emerging market stocks went up 8.04 percent that we maintain that focus.

    ~Third Quarter 2017

  • The lost decade. Back in 2010 there was a great deal of talk about how the United States stock market had gone nowhere for a decade. Fast forward seven years and we now find ourselves at the top of a very old bull market in US stocks, while the rest of the world has now experienced a lost decade. Markets move in long term trends. Are we at the end of the US bull market or the beginning of an international bull market?

    ~Second Quarter 2017

  • We have a new administration who has promised to take us in a new direction. The outline of which most investors have pronounced positive, with their actions if not otherwise. But, ultimately it is about what actually happens and not just promises.

    ~First Quarter 2017

  • President Trump. It is hard to argue that there was a bigger story in the fourth quarter of 2016 than the election of Donald Trump as the President of the United States. To be honest I wish there was, but as they say, “it is what it is.”

    ~Fourth Quarter 2016