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When buying a stock, you are investing in the future of the company. Historically a stock price is highly correlated to earnings growth. If earnings grow, the stock increases and vice versa. What we have seen in the past decade…

 The yield curve turned negative and is a possible sign of recession. Are there any other signs? Yes, trucking rates are now down year over year. Also consumer confidence is near a 50 year high, which has shown to…

 According to THOR’s disciplined approach, we believe international stocks (especially emerging markets) are set to outperform US stocks over the next several years. The current trade dispute between the US and China may be a catalyst. If a deal…

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…