Author: Will Martin


Reflections from a pilgrimage to Omaha…. Berkshire Hathaway, along with its iconic helmsman Warren Buffett, has long been revered as the quintessential all-weather value-based investment. Buffett, dubbed the “Oracle of Omaha,” has successfully navigated the financial markets for the last 4+ decades, solidly beating just about every benchmark index over every time period.  Berkshire Hathaway […]

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Don’t Fear the Flats…

Is a Recession Looming Ahead? Risks and Opportunities of a Flat Yield Curve Is the treasury bond yield curve sending a dangerous signal about the economy? How have stocks historically performed in similar bond market environments? Can the Fed balance growth, inflation and maintain its independence? Should you refinance your mortgage in the present interest […]

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MMMMMM… Trade Pie

Escalating Trade Tariffs and their Potential Impact on the Global Economic Pie Meeting Nelson Mandela in June 1995, during the Rugby World Cup in Johannesburg (aka Invictus), was one of the most memorable events of my life.   As an institutional mutual fund manager, I was on the other side of South Africa’s very first […]

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How About a BEER?

Let’s Tap A BEER To See If Stocks Are Over, Under, Or Fairly Valued “Interest rates and volatility are on the rise, as are investor jitters, so now is the perfect time to pop open the BEER analysis.” Lager, ale, IPA, steam, stout, or pilsner?  Nope, that’s not what we’re here to discuss.  This BEER […]

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Seeking Magnified Returns via Alternative Investments

Where to Find Reliable, Risk-Adjusted Returns on investments… Peer-To-Peer Lending Short-Term Construction Lending Life Settlements Merger Arbitrage Most of us are familiar with the famous fictional private detective, Sherlock Holmes, created by British author, Sir Arthur Conan Doyle. In the stories, Holmes was known as a “consulting detective”, tactically tapped by his clients (often Scotland […]

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