Willingdon Views

Building lasting relationships by providing personalized investment management services for high net worth individuals and business owners.


Tuesday, 09 March 2010 11:52

Just The Way We Are

Individuals and corporations have made huge strides in this Great Deleveraging Cycle.  If politicians ultimately follow the will of the people then eventually the Great Deleveraging cycle will shape the political process in Washington.

Tuesday, 02 February 2010 00:24

Some Tough Questions, dadgummit!

How long will the market ignore relatively strong earnings? And how can we escape this quagmire of skepticism and frustration particularly with our political leaders? Legendary football coach Bobby Bowden leaves us with a new word, one that, well, just seems to fit the times – Dadgummit!

Wednesday, 06 January 2010 00:22

The Great Inflation... Debate

Discussing the impact of monetary and fiscal policy on the future outlook for inflation. What might be some of the factors that might break the link between monetary expansion, deficit spending, and inflation?

Thursday, 10 December 2009 00:19

2010, hopefully

We outline our views and predictions for the market in 2010.

Wednesday, 04 November 2009 21:50

As good as it gets

Legendary UCLA basketball coach John Wooden describes competitive greatness as producing your best when only your best will be good enough. Whether it is the World Series MVP or corporate CEOs, the pressure is always on to come through in the clutch.

Wednesday, 14 October 2009 22:49

Gold – Some Assembly Required

The price of gold is driven by the market’s views on the future trends in inflation, the outlook for the US Dollar, and the overall sense of worry about, well, anything worth worrying about.

Friday, 25 September 2009 22:48

Different Ball Game

In our experience, the most successful innovators tend to lead on a sustained basis, primarily because flexibility, adaptability, and a corporate culture of risk-taking, if absent in a company, can not be produced overnight.

Tuesday, 28 July 2009 21:46

Whose Market is it?

Our economy, long led by innovation and an entrepreneurial spirit, appears waiting to be led by government handouts, but the market belongs to investors and the collective business community even in times such as these when government support is necessary to right the ship.

Sunday, 14 June 2009 21:45

Falling on the Sword

I think we may be entering an era during which the leadership provided by a CEO will have a far greater impact on a firm’s success than it has historically. What is it about the current economic environment that makes the CEO role so much more important?

Sunday, 03 May 2009 21:43

Student Body Left

Effective execution requires a Student Body Left adaptability, a willingness to change course in order to take full advantage of the different environment and opportunities.