December 18, 2018

As you read the first paragraph of this post, realize that over the last 20 months we have, in fact, incrementally de-risked and yes, are sitting on piles of cash and US Treasury bills. Blaine is entertaining and informative, take your time over the Holidays and enjoy...

October 18, 2018

 Despite Treasury's decision not to label China a currency manipulator - the Yuan has been collapsing...vs. the US Dollar.

The Peoples Bank of China has been considerably more careful about how its currency has moved relative to gold.

In Q1, the PBOC appeared to 'ma...

April 13, 2018

Sina Weibo is a Chinese microblogging website and one of the most popular social media websites in China.  Sina Corp. spun off Weibo in 2014 but retains a 46% stake in the company.  Alibaba (another EMQQ holding) is Weibo’s second largest shareholder with a 32% stake i...

February 12, 2018

A good friend and long term client recently sent his brother my way to create a complicated set of estate and financial plans for his family.

He asked a very basic question in response to my familiar refrain of being a "Scotsman" and seeking value before investing.

The q...

February 12, 2018

"I expect the S&P 500 to lose approximately two-thirds of its value over the completion of this market cycle."            -John Hussman

Back in August of 2000 John Hussman first caught my attention when he predicted the NASDAQ could fall another...

February 4, 2018

Happy Super Bowl Sunday!

A lot of concerned people asking me “What’s Next” in these markets?

Maybe a good sign for Whitewater Wealth that it is not my clients asking!

So for existing clients, consider this an update.

For interested friends, neighbors and random readers, en...

Whitewater Blog Readers, 

Sorry for the looooong post this morning, but I am getting so many questions about Bitcoin and cryptocurrencies these days and this is by far the best explanation of the phenomenon I have come across.

If you are curious about this new asset clas...

October 27, 2017

A scribbled note by Albert Einstein given to a bellhop in a Tokyo hotel in 1922 sold at a Jerusalem Auction yesterday. 

“A quiet and modest life brings more joy than a pursuit of success bound with constant unrest.”

September 13, 2017

Same story, different details: A massive company (this time, Equifax) was breached by hackers, exposing the private information of millions of people to nefarious actors in who-knows-where.

Hacks like these have become an unfortunate hazard of modern society that we hav...

Getting a lot of questions about the Equifax data breach.  

This is a great time to remind folks that online data is not secure.

It never was and it never will be.  

The advent of Quantum Computing means it is only a matter of time before all forms of encryption on passwo...

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Portfolio Justification and Devils' Advocacy