Willingdon Views

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


Wednesday, 26 May 2010 12:54

Collective Sense

How long will be stuck in a mindset where any economic issue or geopolitical event must somehow validate our collective worst fears?  What will it take to regain our faith in ourselves and our country?

Thursday, 06 May 2010 11:11

Does Greece Matter?

Greece is dominating current news headlines.  Why is such a small country important to the global financial markets?

Tuesday, 13 April 2010 12:09

DATA

Discussing two important secular themes and the implications of a world awash in data, which needs to be generated, analyzed, stored, shared, transported, and secured; and in real time no less!

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.