Dennis GibbThat Terrible Day (week)In October of 1987 I was 41 and had been in the investment business for 14 years. We were 5 years into the bull market that would last…Oct 18, 2017Oct 18, 2017
Dennis GibbThe 3rd QuarterI don’t normally write a letter at the end of each quarter, as there are too many electrons being wasted by investment commentators already…Oct 17, 2017Oct 17, 2017
Dennis GibbThe Inward Opening DoorI’m going to return to one of my favorite topics, ETF. I recently spent 8 hours with a gentleman who has wide and deep knowledge of the ETF…Sep 11, 2017Sep 11, 2017
Dennis GibbChurchill, Babson, Fisher, Cassandra and TwainThe connection between the names above is not obvious however there is one. No, it’s not a law firm.Aug 10, 2017Aug 10, 2017
Dennis GibbChurchill, Babson, Fisher, Cassandra and TwainThe connection between the names above is not obvious however there is one. No, it’s not a law firm.Aug 7, 2017Aug 7, 2017
Dennis GibbGet Ready for Headline Risk from OpiodsAs part of our effort to be proactive for investors we periodically research issues of concern to portfolio holdings. The base research for…Jul 23, 2017Jul 23, 2017
Dennis GibbA Straw in the Wind?If you spend much time in the investment world you learn to look for little things that can be a tip off to either good times or bad.Jun 28, 2017Jun 28, 2017
Dennis GibbThe end game for North KoreaNorth Korea- Two perspectives George Freidman of Geopolitical Futures recently sent out a piece indicating that we are continuing the…Jun 15, 2017Jun 15, 2017
Dennis GibbIt’s Not That Easy FolksWhile there are disadvantages of getting older there are some recompenses. If you handle aging well you get the most important gift of all…May 24, 2017May 24, 2017
