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The opinions expressed herein are those of Redmond Asset Management, LLC (RAM) and are subject to change without notice. Past performance is not a guarantee or indicator of future results. Consider the investment objectives, risks and expenses before investing. You should not consider the information provided on this website as a recommendation to buy or sell any particular security and should not be considered as investment advice of any kind. RAM was established in 2005 and is registered under the Investment Advisors Act of 1940. Additional information about RAM can be found in our Form ADV.  

© 2018 by Redmond Asset Management, LLC

October 10, 2019

Hooray! We are now in the longest period of economic expansion in U.S. history (June 2009 to present), having recently surpassed the prior record of March 1991 to March 2001^1 The last two recessions were especially painful in the equity markets due to excesses built d...

Manufacturing Overview

Breakthroughs from successful research and development (R&D) have created new processes and technologies that ripple through the economy, changing lives and society. R&D is an important factor driving the estimates that for every dollar spent in m...

For the past few months there have been swarms of PhDs, economists, and strategists buzzing to a hypersensitive media about the dire straits portended from the inverted yield curve. It only seems appropriate we share more of our thoughts and observations on the matter.

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The Bottom Lines

  • U.S.-China trade policies need to be updated, and China is not in a strong position for trade negotiations.

  • The United States has the best risk adjusted prospects in the world today.

A Brief History

The first trade war involving both the U.S....

Market and Capital Gains Cycles

Generally speaking, everyone loves a bull market and no one loves a bear market. As professional investors who are looking forward, we would refine the statement by shifting our time frame to say that our favorite period starts at the fin...

Several ancient Greek philosophies incorporated the notion that wisdom was demonstrated by equanimity in the face of the external world. The Stoics expressed this wisdom through the word “apatheia,” Epicureans through “ataraxia,” etc. The key to attaining wisdom is stu...

January 26, 2018

There are two kinds of losses. Obviously, one kind of loss is an actual loss from selling something for less than it was purchased. Keys to avoiding an actual loss are to not buy too high, when the outlook is too rosy or there is a fear of missing out, and not sell too...

October 31, 2017

In this essay we want to acknowledge the rate and force of change in the world today, and that we believe the US is in an enviable position to benefit. To this end we provide a brief history of broad changes prior to the beginnings of American democratic capitalism- co...

As bottom-up stock pickers, we are inundated with comments from smart people about the next major breakthrough in this or that. Sometimes it comes from a pharmaceutical company talking about a novel treatment, such as cancer vaccines. Sometimes it is a new currency, su...

May 3, 2017

The line above was spoken by the conflicted protagonist in the 1999 movie The Corruptor, directed by James Foley. At least the first phrase in that sentence is analogous to what President Trump is experiencing during his first hundred days in office. The first executiv...

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