Willingdon Views

Building lasting relationships by providing personalized investment management services for high net worth individuals and business owners.

Our political leaders are faced with a decision between two opposing policies – continued economic stimulus or debt reduction.  Read why there is reason for optimism amidst the uncertainty.

What are the keys to the future success of our country?  In tribute to the late great John Wooden, we apply his Pyramid of Success to the challenges facing our government and private sector as they work together to solve today’s challenges. 

May 26, 2010

Collective Sense

How long will be stuck in a mindset where any economic issue or geopolitical event must somehow validate our collective worst fears?  What will it take to regain our faith in ourselves and our country?

Greece is dominating current news headlines.  Why is such a small country important to the global financial markets?

April 13, 2010

DATA

Discussing two important secular themes and the implications of a world awash in data, which needs to be generated, analyzed, stored, shared, transported, and secured; and in real time no less!

March 09, 2010

Just The Way We Are

Individuals and corporations have made huge strides in this Great Deleveraging Cycle.  If politicians ultimately follow the will of the people then eventually the Great Deleveraging cycle will shape the political process in Washington.

How long will the market ignore relatively strong earnings? And how can we escape this quagmire of skepticism and frustration particularly with our political leaders? Legendary football coach Bobby Bowden leaves us with a new word, one that, well, just seems to fit the times – Dadgummit!

Discussing the impact of monetary and fiscal policy on the future outlook for inflation. What might be some of the factors that might break the link between monetary expansion, deficit spending, and inflation?

December 10, 2009

2010, hopefully

We outline our views and predictions for the market in 2010.

November 05, 2009

As good as it gets

Legendary UCLA basketball coach John Wooden describes competitive greatness as producing your best when only your best will be good enough. Whether it is the World Series MVP or corporate CEOs, the pressure is always on to come through in the clutch.

Page 1 of 6

Mike Kayes

Michael Kayes, CFA
President
(704) 766-0590
mike@willingdonwealth.com

Mike brings a 25+ year investment career to Willingdon Wealth Management, with extensive expertise in fundamental analysis and portfolio management. Mike is responsible for developing the overall investment strategy for the firm and is the author of Willingdon Views.

Facebook Twitter LinkedIn 

Stay Informed

Sign up for Willingdon Views

Recent Views

  • 07/30/10
    Second Half of Rivalry Week

    Our political leaders are faced with a decision between two opposing policies – continued economic stimulus or debt reduction.  Read why there is reason for…

    Read more...
  • 06/23/10
    Goodness Gracious Sakes Alive!

    What are the keys to the future success of our country?  In tribute to the late great John Wooden, we apply his Pyramid of Success…

    Read more...
  • 05/26/10
    Collective Sense

    How long will be stuck in a mindset where any economic issue or geopolitical event must somehow validate our collective worst fears?  What will it…

    Read more...