Napatree Blog

Coinbase Initial Public Offering - Napatree Capital Wealth Management

Coinbase Initial Public Offering

April 16, 2021

The news of the week in the financial world was without a doubt, the debut of the Coinbase Initial Public Offering under the ticker symbol COIN. Coinbase is an exchange for Cryptocurrencies like Bitcoin, Ethereum and other ‘Alt Coins’. The service enables a user to go on their website or download their app, easily connect […]

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Cash is King (Maybe) - Napatree Capital Wealth Management

Cash is King (Maybe)

April 9, 2021

We are constantly asked, “is now a good time to invest in stocks?” One of the data points our investment committee monitors is cash balances, as measured by money market balances. Currently there is $2.4 trillion in cash, a figure which needs some context, so let’s look at cash to total household debt: Since late […]

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Time In The Market vs Timing The Market

Time In The Market vs Timing The Market

April 2, 2021

From January 1, 2010 to December 31, 2019, being out of the market dramatically impacted total return on your investments. We have no idea when the best days will occur, but missing the 20 best days in this ten year period cost an investor a whopping 50%. Yes, but what about the COVID crash of […]

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Napatree Capital - Invest With Confidence

One Year Later – A Look Back

March 26, 2021

A year ago this week, the stock market formed a significant bottom. Stock prices dropped nearly 35% in less than five weeks due to the economic impact and fears of the coronavirus. We would consider it a crash. Crashes often occur from an unpredictable, exogenous event, that is fueled by extreme economic uncertainty, and culminates […]

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An independent, client-centric investment management boutique with a depth of experience in wealth advisory, private banking, and investing. Napatree Capital

The Nervous Bull

March 19, 2021

There’s a phrase on Wall Street that the stock market climbs a “wall of worry”. We’ve referenced it in past notes when describing the sentiment among market participants. The nervousness you may have about investing right now, as stocks notch all-time highs, is shared by many investors. That, quite simply, is what creates the wall […]

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A Year of Extremes - Napatree Capital - Investment Solutions - There has been nothing mild about these past 12 months, and the machinations of stock prices are consistent with such extreme behavior.

A Year of Extremes

February 20, 2021

What is the best way to sum up 2020? Strange? Anxiety-ridden? Tumultuous? How about “extreme”? In every facet of life — dealing with a deadly pandemic, our home lives where both work and school have been confined to our houses, our political environment – the volume has been turned up to eleven. There has been […]

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