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Jim Gore, CIO, discusses the first two steps of THOR’s investment process. He uses these steps to describe an investment opportunity in Master Limited Partnerships (MLP’s) today.

Before the recent sell-off, the S&P 500 was more overvalued than the beginning of 2000 (when looking at price-to-sales ratio). This market sell-off is also different than that of 2000. Here we have seen all parts of the market sell-off…

Corporations have had the wind at their backs with low interest rates. This lead to record levels of corporate debt issuance, which has surpassed 45% of GDP. There are now over $4trillion in corp. bonds due over the next 5…

In our last blog, we talked about how important human capital can be as it relates to your total economic wealth.  Saving as much of your income as possible, especially in your early earning years, is critical.  Just as important…

 Short term interest rates should be much higher – possibly 5%. The Federal Reserve is behind the curve and we believe this will lead to inflation.

Most people have heard the advice to save early.  We wrote a blog in 2014 titled Importance of Investing at a Young Age and Best Practices.  In addition to emphasizing the importance of saving early, it also answers the common…

Today short term bonds yield more than the stock market, Jim explains in the most recent video update…   

We believe inflation pressures will be here for at least the next two years because of higher costs for shipping goods around the globe.    Both the trucking and cargo shipping industries have initiated new regulations that are, by themselves, increasing…

The Italian election at the end of May has shaken up Europe and the Italian bond market.    The change in Italy will make things more volatile over the next several months.    We believe that the ECB will keep Italy afloat…

Corporations have increased debt loads over the past few years because of the Federal Reserve’s ultra easy monetary policy. Now with rates going up, stress is starting to show up in the corporate bond market. With over $4.4 trillion in…