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Don't try to time this chaotic market
What keeps us awake at night still is the drama that could unfold in Europe this summer.
Manager Commentary Tom Yorke on 14 May 2012
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Stick with cash-generating stocks, bonds and gold
We are favoring strong names with solid cash flows; we want “staying power.”
Manager Commentary Tom Yorke on 16 Apr 2012
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Why I'm Still Bullish on Gold for the Long Haul
For a few minutes there at the close of trading in the gold market on Feb. 29 I felt like I was witnessing a slow train wreck.
Manager Commentary Tom Yorke on 2 Mar 2012
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Gold will continue to rise and U.S. stocks remain cheap
We recently had a chance to ask Tom Yorke of Oceanic Capital where he sees markets headed through the rest of 2012.
Manager Spotlight Tom Yorke on 19 Feb 2012
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Trimming our bonds, redeploying to equities
With several possible sinkholes visible around the globe, we will still be looking for downside protection.
Manager Commentary Tom Yorke on 17 Feb 2012
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These themes guide our investing in 2012
The word that sums up 2011 to us is “hubris" - amazing amounts of it slimed the markets in all corners of the world.
Manager Commentary Tom Yorke on 18 Jan 2012
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Stuck on the Tilt-A-Whirl (and my shirt got caught)
Lately we feel like we are stuck in the Seinfield episode where everything is upside down, good is bad and right is wrong.
Manager Commentary Tom Yorke on 21 Dec 2011
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Year-end portfolio moves we're considering
In our equity allocation, here are some names we like and will look to add.
Manager Commentary Tom Yorke on 22 Nov 2011
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The advantage of uncorrelated assets
Tom Yorke's radio appearance, where he discusses some of the major themes in his three Covestor models.
Manager Spotlight Tom Yorke on 10 Nov 2011
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Operation Twist and the ghost of Octobers past
Seems like it’s time to sniff around the wreckage.
Manager Commentary Tom Yorke on 13 Oct 2011
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