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WOODSTOCK FOR CAPITALISTS

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…

Hold On To Your Life Jacket

Monetary and Fiscal Policies Lean Toward Short Term Gain, but Longer Term Pain… Last summer my son and I participated in a group father/son fly fishing trip on the Deschutes River in Oregon. Don’t worry, this is not a story about who caught the biggest, the most or a cold. No, the trip splashed an…

Three Bell Client Spotlight: Live to Dye Another Day | Carl Sandler, Founder & CEO, True Sons

INTRODUCTION Here’s a universal question to the men and women reading this spotlight: How many times have you been out and about and seen a guy with the absolute worst dye job ever? The bad dye jobs usually take one of two equally embarrassing forms: either the guy looks like he just dipped his whole…

As Apple’s stock plunged, a billion-dollar wealth manager sent an email saying not to freak out.

As seen on Business Insider and SFGATE. Here’s why he thinks the tech titan is set to explode higher. As Apple plunged 30% late last year against a slew of bad headlines about China and iPhone demand, some of Jon Porter’s clients had concerns. Porter is the CEO of Three Bell Capital, a Los Altos, California firm…

Three Bell Capital Named 2018 Top Defined Contribution Advisory Firm by National Association of Plan Advisors

As seen on MarketWatch and Business Wire. Three Bell Capital (Three Bell), a Registered Investment Advisor headquartered in Silicon Valley, has been named as a 2018 Top Defined Contribution (DC) Advisory Firm by the National Association of Plan Advisors (NAPA). The NAPA Top DC Advisor List is an elite group of advisory firms with a demonstrated focus on,…

A Tale of Two Seasons

It Was the Best of Times, It Was the Worst of Times… With 2018 behind us, this edition of Cutting Through the Noise looks back on what drove positive asset performance through the first three quarters of the year, and conversely what collectively caused every major asset class except for high quality bonds (just barely),…

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…

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…

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…

Three Bell Client Spotlight Socks With Benefits: Andrew Ferenci, Comrad Socks Founder & CEO

FIRST WORLD SOCK PROBLEMS How many times have you opened your sock drawer in the morning and rummaged around for a favorite pair of socks, passing over the less desirable pairs?  Conversely, how many of you think your socks just plain suck and don’t even own a single pair you really like? Personally, mine always…