Insight

As longtime readers of the Altus Insight know, I have often been cynical of the Federal Reserve’s meddling in the economy.

It is all about little things that we think improve performance and value, but those marginal improvements add up to big things.

Trying to predict what will happen in twelve months is like trying to catch the breeze in your hands.

Even a couple of years ago I never would have imagined that Altus could be where it is today and it’s hard for me to grasp the reality of our current trajectory.

A little over a year ago three of the ten worst fires in California history blazed in the North Bay counties of Napa and Sonoma.

Two years ago we were in the middle of the refinance of one of our apartment properties. We had lined up a twelve-year fixed rate loan at a really great interest rate.

Unfortunately, with monetary cycles, and far more so than with most historical business cycles, a monetary cycle correction will affect each of our own private economies.

Knowing which things to measure is wisdom in and of itself, but the statistics produced are still worthless if good decisions then aren’t made with those statistics.

I truly believe the best way for all of us to increase our investment returns is to get smarter about taxes.

A massive bifurcation in the market has developed. Value stocks, those boring companies that produce products and lots of income, have vastly underperformed the market as a whole.