NOTES

June 17, 2016

The past three months have seen a remarkable recovery in asset (read: stock) prices as bonds were already having a wonderful 2016. We continue to favor bond, and bond-like instruments (munis, preferreds, utilities, REITs) when it comes to return of c...

June 10, 2016

In North Carolina, we have had a wonderful Spring; massive hay yield and 6 new calves just this week; a bumper crop, if you will. The yield (appreciation + cash flow) has been equally large.

Bond investors generally focus on value, credit quality, and...

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