Month: May 2026


© cinoby Link License
  • Iron Capital Perspectives
  • March 2026
  • APIA

First Quarter 2026

Panic and Run! When my daughter was young her favorite show was a Disney cartoon called “The Lion Guard.” In one episode, the Lion Guard was trying to help a zebra whose herd was under attack by some hyenas, and the zebras’ reaction was to panic and run. I can still see my daughter dancing…


© Nuthawut Somsuk Link License
  • Iron Capital Perspectives
  • December 2025
  • APIA

Fourth Quarter 2025

Diversification For casual market followers, it may seem as if we are in one continuous bull market. However, the market continues to shift below the surface. This past quarter healthcare stocks were up 11.7 percent while the technology sector was up only 1.4 percent. The techdriven market of the last 15 years has finally given…


  • Iron Capital Perspectives
  • September 2025
  • APIA

Third Quarter

Voting or Measuring “In the short run the market is a voting machine, but in the long run, it is a weighing machine.” – Benjamin Graham There is a great deal of wisdom in this famous quote. However, like many wise words they are far easier to say than to live by. No one likes…