Carden Capital Insights

05
Aug

Hope Is Not An Investment Strategy

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The Greek philosopher Aristotle (384–322 BC) famously proclaimed “Hope is a waking dream.” Perhaps wisely so, he did not specify what sort of dream. Nightmare is the likely outcome when misplaced hope in flawed investment concepts is all there is to the foundation of future financial goals.   The traditional model of generating investment returns and […]

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28
Jul

Sir Isaac Newton’s Biggest Mistake

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“I can calculate the movement of stars, but not the madness of men.” ~ Sir Isaac Newton (after losing a fortune in a stock bubble)   Sir Isaac Newton (1643 – 1727) is famous for his discovery of the laws of gravity and motion.  He is less well known for losing a fortune in the […]

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21
Jul

Don’t Insult Warren Buffett

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Warren Buffett has been instructing investors for decades to buy low and sell high. Yet the vast majority of investors across the globe tend to do the opposite, and that is unlikely to ever change. Although it appears irrational to buy high and sell low, there is a very logical explanation for this irrationality: herd behavior. After […]

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14
Jul

Stupidity versus the Universe – Round 1

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Our favorite German Nobel laureate Albert Einstein once remarked, “Two things are infinite: the universe and human stupidity; and I’m not sure about the universe.”  While bond markets have been pricing Armageddon, stock markets have been on a tear, celebrating new all-time highs.  What are we to make of this and what, if anything, should […]

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06
Jul

One Bull and Ten Bears Go Walking in the Woods, Guess What Happens…

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Niels Bohr, the Danish physicist and Nobel laureate once said, “Prediction is very difficult, especially if it’s about the future.”  Niels would likely turn in his grave if asked about the direction of equity markets for the second half of 2016.  We don’t know what happens when one bull and ten bears go walking in […]

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30
Jun

Investor Education Series: Exclusive for Finance Professionals: “Volatility Strategies”

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We held an investor education webinar this week titled Exclusive for Finance Professionals: “Volatility Strategies” Here is a recording for all who missed the webinar.   • If you can’t beat ’em … • Don’t fear volatility – use it • Volatility as an asset class • Diversification benefits of volatility allocations • Avoid the […]

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27
Jun

Masochism (ˈmasəˌkizəm): A Popular Investment Strategy With No Risk Management

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The Austrian novelist Leopold von Sacher-Moser (1835-1895) first discovered how pain and pleasure can be intertwined.  Watching the S&P 500 dive 3.59% last Friday and quite a bit more today has been for most investors exceedingly painful.  If you have been enjoying the roller coaster, keep your investment strategy unchanged!  However, if you are looking […]

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09
Jun

Investor Education Series: How to Increase Your Investment Returns and Reduce Risk

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We held an investor education webinar this week titled How to Increase Your Investment Returns and Reduce Risk Here is a recording for all who missed the webinar.   If you are interested in receiving a free independent stress test of your portfolio, as we recommend in the webinar, please email us at info@cardencapital.com.   […]

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08
Jun

Why We Turned Down New Business Last Week

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Marriage, just like new business relationships, should be a joyful experience.  However, what to do if you find yourself courting someone going straight for your knickers after your first date?  Last week we turned down new business from an institutional buyer.  For a growing company, it is always disappointing to turn down a new client […]

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01
Jun

How to Make Money When Everyone Else is Losing It

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Since May 20th, 2015, the S&P 500 Index has not made a new high.  It is unheard of to go over a year without a new high in a bull market; hence, many investors are wondering if the current bull run has come to an end.  After all, when equity markets stop going up, they […]

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