Skate to Where the Puck is Going

MAHOGANY Growth Fund "Skate to Where the Puck is Going" Following the strong US job creation data released this morning, there is greater consensus amongst economic analysts that interest rates...

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October Update

The MAHOGANY Growth Fund benefited from a broad market rebound in the month of October as investor fear over a China hard landing subsided and U.S. macro weakness eased. The MAHOGANY Growth fund...

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Views “Anchored” in Data

Over the past month, the amount of rhetoric in reference to the Federal Reserve and the growth concerns emanating from China have grown louder in conjunction with a correction in global equity...

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The U.S. Employment Head Fake

The recent employment report in the United States justifiably increased concerns that a decrease in global growth was finally having the negative knock on effect on the U.S. economy that many...

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The Earnings Recession Myth

As we enter earnings season, we wanted to add a little perspective for our investors amidst the recent discussion over the pending U.S. “earnings recession” that is expected to occur and whether...

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The False Dawn of Energy

The beginning of the third quarter has been characterized by a violent short cover rally in energy, materials and the worst performing stocks YTD. The primary question we are getting from clients...

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JC Penney – Brick & Mortar Revival

Over the past month we have received a lot of inquiries in regards to the portfolio’s investment in JC Penney, which remains our largest position. One reason we have made a long-term investment in...

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Its Morning in America

MAHOGANY Perspective Series – Market Musings    With the S&P 500 seemingly stalled and investor frustration with the market growing more palpable by the day, we thought it would be...

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America’s Housing Renaissance

Portfolio Holdings Discussed (HD, LEN, C, BAC) Recent U.S. housing data has raised some concerns amongst investors in regards to the long term sustainability of the U.S. housing recovery. The...

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