June 15, 2018

Talk to 10 different investors and you will get 10 different opinions of what bitcoin is and what it’s worth. Some see it as a revolutionary censor-resistant store of value akin to digital gold, others believe it is nothing more than a clever Ponzi-scheme...

March 9, 2018

From our perspective, many investors are not positioned to be able to withstand any risk, let alone the above-average risk baked into a late cycle landscape. In this environment, we think it makes even more sense to maintain your own balance sheet. We like short-duration bonds at current yields for this purpose.  We think they have similar expected retur...

February 22, 2018

In December we participated in a roundtable discussion with Rick Rule, John Mauldin and Chris Casey that was hosted by Brett Rentmeester of WindRock Wealth Management. With WindRock's permission we are sharing the conversation in its entirety. The topics covered included the dollar, emerging markets, Treasury supply, North Korea and cryptocurrencies....

February 16, 2018

As asset allocators, we wouldn't mind a little more of a panic; panics can be a great opportunity to put cash to work, but we would feel more comfortable doing that if everyone wasn't falling over themselves to tell us what a great opportunity it was to buy stocks.

February 6, 2018

On February 5th two bubbles burst: the first was the tulip bubble and the second was the bubble in complacency (low volatility). As fate would have it, yesterday was the 381st anniversary of the peak of the tulip bubble in the Dutch Republic. No one knows, least of all us, if this is the start of something larger...

January 30, 2018

With U.S. stocks up about 6% in January, everyone is talking about the stock market melt-up...

January 24, 2018

The last time we had a drawdown in the S&P 500 of 3% or more was 305 trading days ago. The last time we had a 5% "pullback" was 396 days...

July 1, 2017

Investors should take digital assets like bitcoin seriously for a few reasons: (1) the underlying blockchain technology has the potential to reshape entire sectors of the economy, (2) growth in cybercrime will result in a steady need for anonymous digital currencies, and (3) they have the potential to serve as a peer-to-peer store of value in a world with...

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SpringTide Partners
200 West Superior Street, Suite 200
Chicago, Illinois 60654
T  312 620 6362
E  info@springtide-partners.com
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The information contained in SpringTide Partner's website is of a general nature and for informational purposes only and does not constitute financial, investment, tax or legal advice. These materials reflect the opinion of SpringTide Partners as of the date produced and are subject to change at any time without notice due to a variety of factors, including changing market conditions or tax laws.  Where data or analysis is presented that is prepared by third parties, such information will be cited. These sources have been deemed to be reliable by SpringTide but no guarantee can be made as to their accuracy.  Any links to third party websites are offered for use entirely at your own discretion. SpringTide Partners is separate and unaffiliated from any third parties listed herein and is not responsible for their products, services, policies or the content of their websites. All investments are subject to varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy or product referenced directly or indirectly in this website will be profitable, perform equally to any corresponding indicated historical performance levels, or be suitable for your portfolio. Past performance is not an indicator of future results.

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