PremiumPoints 1Q-2020 | A Stream of Consciousness

Posted by: Thomas F. McKeon, CFA | April 29, 2020

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The volatility and investor angst of 1Q-2020 gave us much to write about. This quarter's newsletter is thus most accurately described as a stream of consciousness, with topics ranging from the market action of 1Q-2020 to Barbara Tuchman's "A Distant Mirror" to....well, have a look.

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Is Your Advisor Snatching 25% (or more) of Your Return?

Posted by: Thomas F. McKeon, CFA | March 4, 2020

Clients earn returns net of fees—the incontestable truth.

“Where Are the Customer’s Yachts?”


PremiumPoints 4Q-2019

Posted by: Thomas F. McKeon, CFA | January 29, 2020

In this Issue: Review & Outlook 4Q-2019, The Ultimate Timeless Truth, Tesla and Other Valuation Absurdities, Clothier Springs Capital Partners Update, Is College Worth It? and, The Next Ten Years.


PremiumPoints 3Q-2019

Posted by: Thomas F. McKeon, CFA | November 4, 2019

In this issue we write about using the CPI as a benchmark, ponder the zero-commission mania, muse about the rise of financial pornography and comment about how free market adherents love the free markets, until competition disrupts their cash cow, then they go to work trying to confuse, distract and otherwise misled potential customers and generally subvert the free markets. We are speaking of the ascendancy of ETFs.


We’re All Institutional Investors Now…or Should Be

Posted by: Thomas F. McKeon, CFA | April 9, 2019

The investment tools and techniques exist for investors large and small to have optimally efficient, risk-limited, ultra-low cost portfolios, as institutions have had for decades.


For Rational Investors Only

Posted by: Thomas F. McKeon, CFA | February 18, 2019

We present PremiumPoints 4Q-2018, our quarterly newsletter.


Year-End 2018 Odds & Ends

Posted by: Tom McKeon | January 2, 2019

It has been a little while since we posted so there are a few things for us to catch up on: Bear Markets, Silver Linings, Monte Carlo & more.


New Highs, Party Poopers & Financial Engineering

Posted by: Tom McKeon | August 30, 2018


PremiumPoints 2Q-2018 Issue:

Posted by: Tom McKeon | July 19, 2018

In This Issue: Review & Outlook 2Q-2018, Volatility Update, Portfolio Activity, Clothier Springs Capital Partners, What Business Are We In?, Our Quarterly Harangue: "Structure IS the Strategy" and Clothier Springs Capital Management Has a Birthday


We’re in the Client Outcome Business, Not the Investment Performance Business

Posted by: Tom McKeon | May 23, 2018

Asking an advisor about performance is the wrong question. Your outcome will be far more dependent on his fees and business model.


10 + 1 Things to Degrade Your Investment Outcome

Posted by: Tom McKeon | April 27, 2018

If you want to keep a lid on your chances to meet your investment objectives, pursue one or more of the activities listed below, and you will likely suffer lower returns, accept too much risk and pay too much for the privilege.


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