August 24, 2021 Financial Perspectives

Is it possible to be too smart? Can a problem or set of circumstances be overanalyzed? Is there such a thing as too much information? There’s some evidence out there that this is indeed possible! Kent Kramer shares our perspective on what’s been happening in and around financial markets recently and what we think successful investors should be thinking about – without overthinking it!

June 7, 2021 Financial Perspectives

It’s summertime and we have two summer’s worth of movies to look forward to after 2020’s reduced calendar. AMC, a company that runs movie theaters has seen their stock value go way up in the past few weeks. Is this about great movies or something else? This week Kent Kramer talks about two different valuation theories: Firm Foundation Theory and Castle-in-the-air Theory.

April 26, 2021 Financial Perspectives

Markets have been reaching some all-time highs recently. US stock markets, foreign stock markets, even newer assets like bitcoin, SPACs, and NFTs have been soaring much of the past six months. At these relatively high values more than a few skeptics are predicting a fall. Some say correction – a temporary minor adjustment; some say crash – major problem ahead. Is there a reason to be acrophobic – fearful about markets at record heights?