Recent Insights

Month: October 2014

  • Iron Capital Perspectives
  • October 24, 2014
  • Chuck Osborne

The New Math, Same as The Old

“The difficulty lies not so much in developing new ideas as in escaping from old ones.” ~ John Maynard Keynes Our instincts on the market downturn seem to be correct. We touched the magic ten percent correction threshold and the market has been rallying since. Predicting the future is impossible of course, but the odds favor…

  • Iron Capital Perspectives
  • October 10, 2014
  • Chuck Osborne

It’s About Time

We may finally be getting the long-awaited market correction. The market has been volatile and the momentum is negative. Based on the S&P 500 we are down about 4 percent from the high, still positive year-to-date, mind you, and up considerably over any reasonable period. This leads to several questions, most importantly: Should I be…