Berkeley 2nd Quarter Market Commentary

As we write, US equity market returns are up slightly for the year. If pressed to predict a year end return, we would expect returns to be flat to down from this point- though we’re not willing to make any investment decisions based on our guess. Our objective is to find companies that we can […]

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Berkeley Macro Musings

  Berkeley Macro Musings – 2016 from Michael C. Eddy

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Charlie Barry in Financial Advisor IQ

Berkeley Senior Investment Advisor, Charlie Barry, was recently quoted in a Financial Advisor IQ article discussing the SEC’s derivatives policy. Click Here to read the article.

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Money for Nothing, Drinks for Free

Fort the first time in history, the Japanese government sold 10-year government bonds today at a negative yield. To state this in another fashion, investors agreed to pay the Japanese government 0.024% per year for the privilege of lending it money for 10 years. I think it’s safe to say that the notion of lending […]

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February Market Thoughts

At long last, declines in U.S. equities are providing CNBC an opportunity to boost ad sales. In truth, U.S. equity prices are only starting to reflect the staggering declines emerging markets, commodities and high yield debt endured last year. Complacency is morphing to concern – At least judging by the surge in calls to our […]

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Its a Xanax World: Post by Bill Gross

Last week Bill Gross published the following article: Click Here. Its titled “It’s a Xanax World” for good reason.  Gross explores the long term demographic challenges we are facing in the US and the implications of those challenges for asset prices.  Its an interesting read but, be warned, a depressing one as well.

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Byron Wien (of Blackstone) Top 10 Surprises

We find this to be an always fascinating and entertaining read, Byron Wien the Vice Chariman of Blackstone, published his prediction for the top 10 surprises for 2016. CLICK HERE FOR THE ARTICLE If you are curious to see how he did last year, here were his predictions for 2015: CLICK HERE FOR THE ARTICLE  

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Wall Street thinks short term, again

When we started Berkeley Capital in 2009 our motto became – “Beyond the Mainstream.”   Our motive was to get away from the business models and thought patterns of Wall Street’s Mainstream firms (including some of our former employers).  One of the areas we thought offered opportunity for a different service approach was with young […]

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4th Quarter Update

You may have noticed lately stocks being subject to an uptick in volatility with little to no improvement in prices. After a late summer swoon, markets improved in October and November leaving U.S. averages approximately flat for the year. Developed international, emerging markets and frontier markets prices have mostly dropped – drops being exacerbated in […]

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Berkeley Featured in article in Financial Advisor IQ

Managing partner Mike Eddy recently sat down with Financial Advisor IQ to talk about Berkeley Capital Partners and some of Berkeley’s recent changes.   The full article can be found here.

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