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Are We Headed in the Right Direction?

Over the past six months, I have written several articles trying to help clients catch glimpses of the economy. We all understand the tremendous shock our economy has taken as a result of this pandemic, but most media outlets provide little help in contextualizing what is happening. In previous emails, I have discussed consumer sales. [...]

By |2022-07-20T17:58:25+00:00September 29th, 2020|Market Commentary|

Momentum Investing

For the past nearly eighteen years, I have been a trend and momentum investment manager, and it has served White Oak and our investors well.  Our success is especially evident this year with outsized returns in a market that has scared many into thinking that it just can’t be. But it can be, and momentum [...]

By |2022-07-20T17:58:34+00:00September 21st, 2020|Market Commentary, Processes|
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