Bitcoin skyrocketed, but is it “digital gold” or “fool’s gold?” Mickey Kim / June 4, 2021 Bitcoin was created in 2009 and is the largest (recently valued at more than $900 billion, the same as the market capitalization of Facebook and greater than 494 of the stocks that [...]
Mr. Spock would find today’s ‘SPAC-Mania’ totally illogical Mickey Kim / May 7, 2021 What do tennis great Serena Williams, NBA legend Shaquille O’Neal, former baseball superstar Alex Rodriguez, music icon Jay-Z and former House Speaker Paul Ryan have in common? All are the celebrity faces of one [...]
Where the Market Stands a Year After Pandemic Lows - Podcast Kirr, Marbach’s quarterly podcast continues with a discussion between Associate Director of Client Service Zach Greiner, CFP and Chief Investment Officer Mark Foster, CFA on the implications of rising rates on the equity markets, specifically value stocks. Associate Director of Client [...]
Bond investors facing Q1-2021 statement sticker shock Mickey Kim / April 7, 2021 The following is an excerpt from Kirr, Marbach & Co.’s first quarter client letter, available at here. Conventional investment wisdom is stocks are “risky” and bonds are “safe.” Owning stocks is exciting—you can make or [...]
Dear Clients: What a difference 12-months makes! The U.S. stock market bottomed on March 23, 2020 after the S&P 500 Index had plunged a harrowing 34% in just 23 trading days, it’s most rapid meltdown in history. Many Investors were understandably shell-shocked and nobody could have predicted stocks would be at record [...]
Robinhood, Reddit and ‘commission-free’ trades a toxic combo for young investors Mickey Kim / March 12, 2021 Berkshire Hathaway Chairman Warren Buffett (age 90) is an investing legend, famously known as the “Oracle of Omaha.” Buffett’s 97-year-old longtime business partner and Vice Chairman of Berkshire, Charlie Munger, generally [...]
Has GameStop ‘flash mob’ changed rules for successful investing? Mickey Kim / February 5, 2021 TThe recent fireworks in GameStop (GME) have dominated headlines over the past couple weeks. Folks are naturally curious about what happened and how does it end. So, I thought you might find it [...]
Dear Clients: While 2020 was the most challenging year we’ve endured, on a number of levels, our investment performance finished the year on a high note. For the quarter ending December 31, 2020, performance was exceptionally strong, both on an absolute basis and relative to the S&P 500 Index. In fact, performance [...]
Five Takeaways from 2020 - Podcast In our latest podcast, Associate Director of Client Service Zach Greiner and Chief Investment Officer Mark Foster, CFA look back on this strange and difficult year and examine the time-tested investing principles that applied. Zach and Mark also discuss expectations for 2021 and some of the [...]
Plan ahead so chaos, conflict and cost aren’t part of your legacy Mickey Kim / December 18, 2020 One of the many “life lessons” the pandemic has reinforced is the end-of-life (or becoming incapacitated from injury or illness) can come at any time, a topic nobody wants to [...]
