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Welcome to the Valentine Capital Asset Management document archive site. On this site we are providing you with a source to research current and past economic and financial conditions. At Valentine Capital, we feel looking back is often the best way to get insight into what the future may bring. While some of these articles may initially seem dated, their history can guide us in what may be ahead...

Valentine Capital Asset Management Newsletter Archive

2011
Valentine wealth Vera receives Five Star Professional Award
Valentine wealth Absolute Return Investing vs. Relative Performance
Valentine wealth “More Income!!! It is possible, even in a bad market.”
we can do it A New Perspective on the Windows of Retirement (1993 Thoughts Revisited)
best years The Best Years of Our Lives
Larry Comstock Welcome Aboard Larry
Brokerage Costs Gas Prices Up—Brokerage Costs Down
Ferrari Zero-to-200 by Retirement: Trade Secrets vs. Transparency
New Meaning A New Meaning to a Place and Time Once Forgotten
Responsibility It's Our Responsibility
winner circle Valentine among BARRON's Winner's Circle
California ENRON The ENRON Effect on California:
Revisiting How Worthless Stock Options Fuel Governor's Recall
Valentine Believe At Valentine Capital: We Believe and We Agree
2010
Valentine Capital holidays Happy Holiday's 2010 from Valentine Capital Asset Management
Valentine Charitable Giving Valentine Capital Asset Management Charitable Giving Initiative
Mississippi Mississippi: The Misunderstood State by Harry Hall, Chevron retiree
30year Valentine Capital's 30 year interest rate ladder--30 rungs up and 30 rungs down
fearinvesting Fear Investing Creates Market Wildfire
puzzle One, Two, or Three Widgets for Your Portfolio:
iou California's Financial Crisis: Looking for a Solution
beforeage Before the Age of Technology
award Recognized for Outstanding Client Services
familyvalues Family Values
2009
newdeal The "New" New Deal or
Repeating Economic History?
Valentine holidayview A Holiday View on Break Even Analysis
charitable Taking Charitable Giving One Step Further
derrickthomas "THANKS"-- Giving
johngardner From Where I Sit: Analyzing Valentine Capital Asset Management
bernie madoff Bernie Madoff-The newest member of Dante's 9th Circle of Hell:
areyields Are Yields really Low? Or is it a Deception?!
chevron Not All Gasoline is Equal!
John Leo Valentine John Valentine
on Forbes Advisory Panel
cash flow Cash Flow vs Total Return:
Back to Old School Investing
retirement Steps Toward Your Retirement Future
innovative investing Innovative Investing: Ways to Leverage a Portfolio
stamps Stamps: Hobby, History Lesson and Investment Insight
due diligence We Love Due Diligence
after retirement Life Afterwards….
Transitioning into Retirement
2008
Ferris Bueller Ferris Bueller's Day Off: A Financial Epic
Due Diligence Due Diligence Trip: John Valentine on the Road in Chicago and New York History of the Butter and Egg Exchanges
howfunds How Funds Flow
Valentine wealth Dividends 101
revisiting cash flow Revisiting: Cash Flow Investing Strategy
viola Voilà! Performance Reporting 101
sirensong The Siren’s Song: Stock Option Allure
oil industry The Transformation of Oil: Refining 101
short selling Short Selling: Unethical Blight on Retirement Investing
toothfairy The Tooth Fairy Inflationary Index
the best Sometimes the Best Offense is a Good Defense
  Silver State's Real Estate Gold Rush Calls for New State Bird
2007
capitalism Capitalism versus Humanitarianism
greed Greed or Fiduciary Responsibility?
coffee What is Wrong with Paying $4.05 for Coffee?
2006
Valentine wealth Fenestration Preparation
Preparing for the Windows of Retirement
giving Giving 'til it Helps -The Rise of Goodness Against a Tide of Evil
how much How Much Will I Need?
intuitive Intuitive and Observational Stock Selecting
attitude An Attitude of Gratitude - Holidays Highlight the Capacity of Thought to Overcome Poverty
Valentine Confirmed: Market Multiple Expansion
handcrafted Handcrafted Work in a Machine Driven Marketplace
high net worth newsletter High Net Worth Newsletter Readers Sound Off
bears bulls Bears Edging Bulls -- 17 to 14 at Halftime
changing passions Changing Passions and Shifting Fashions in US Automotive Tastes
San Jose San Jose Becoming the New Detroit - Tech Today -- More than Just Computers
1031 exchanges 1031 Exchanges
Trading 3Ts for 7Bs
structural Structural Planning: Going the Extra Mile
journey of oil The Journey of Oil
From the Ground to the Car
wealth The History of Wealth Creation
success Success Versus Failure
Fund flow How Funds Flow
The Non-Engineering Way
pay no attention Pay No Attention to the Fees Behind the Curtain
china bank China's Trillion Dollar Piggy Bank
Bernanke Bernanke: The Opposite of What You Think
Michelangelo The Living Michelangelo by John Valentine
2005
and they lived And they all lived Happily ever After
life style Case Study: Lifestyle Enhancement…. The 13th paycheck
Value Generates income Value Generates Income: Cap Rates 101
  A HEALTHY PROFIT FOR THE CLIENT… NOT THE SHAREHOLDER!
alarm The Alarm over Sector Investment Philosophy Creep:
airlines beware Airlines Beware: IS THE PRICE FOR JET FUEL TOO HIGH?
John Valentine John Valentine: Member of FORTUNE's Business Leader Council
need to protect The Need to Protect
retirement Anxieties of Retirement
NUA Case Study I: Benefiting from NUA
boom bust Boom, Bust or Hogwash
silicon valley Silicon Valley Update:
Record Revenues, Record Profits, Yet Little Results
charitable remainder Charitable Remainder Trust
Another Wealth Transference Option Available to You
Starbucks Mythology Goes Mainstream
compression of yield Compression of the Yield Spread: Great idea to buy…Better idea to sell
guaranteed Guaranteed, Insured, Backed…
What is behind all the promises?
evaluating stocks Why Evaluating Stocks and Evaluating Companies are NOT Synonymous
single letter symbols Single-Letter Symbol Phenomenon
Valentine Capital What is in a name? Why VCRPG?
vcrpg VCRPG sponsors "Hook" Mitchell's: Project Straight Path
insider trading The Truth Behind Enemy Lines: Insider Trading
2004
investments Sometimes Investments are Found in the Cupboard
from where From Where We Sit: Our Viewpoint Counters the Academy of Science
  Growth of Awareness Leads to Growth of an Industry
Forbes A Great $4.99 Investment
balance budget Help Balance the Budget with the Number 1031
Economic psychology The Paradigm of Economic Psychology
cds CDs: Certificate of Deposit Not Compact Discs
  Do NOT Rebalance…Reallocate
nasdaq Genevieve's Corner: Back to the Basics - N*A*S*D*A*Q
thanks It is Time to Give Thanks
gold medal A Gold Medal for Yield Curve Understanding
techie The Techie, Wine Connoisseur and Pilot go 1099
Roger Craig Good Show Roger
real estate Where is the Real Estate Market Headed?
Dow Jones Farmer in the "Dow"JonesBergstresser
retirement The Psychology and Windows of Retirement
commodity Commodity Driven???
sadder Sadder Sadder Sadr
Barron's VCRPG will participate in Barron's Big Money Poll
excuses No More Excuses…Mr. Bachelor
trifecta The Tri-fecta of Valentine Capital
Wealth Transference
structural planning Revisiting "Structural Planning"
Smart money today is Structurally Planned
  The Weight of the Budget is on the Shoulders of Congress
Valentine Forward Looking…The Process
  Explaining Bizzare Year-end Activity and an Approach to 2004
chapter 22 Chapter 22 Foresight
  Revisiting Ockham's Razor
2003
think global Think Global...Decade Long Cycle
Mutual Fund Mutual Fund Scandal…Another Sign of Corporate Greed
christmas A Christmas without Hope
Forbes VCRPG will participate in Forbes' Advisory Panel
double "Double Double"...
What does that mean?
old game An Old Game Revisited By Major Wire Houses...A Symbol of Greed?
investment Valentine Capital Investment Policy Committee Commentary
which way Which way is the Wind Blowing?
worthless Worthless Stock Options….Fueling the Fire on the Governor Recall Election?
did you know Did You Know?
Fun Financial Facts…
bulls and bears Bulls and Bears, why not Tortoises and Hares?
stocks bonds Stocks...Bonds... And the World of Commodities
refinance Refinance Your Home …Is it too late or not? .......that is the Question
forbes.com Excerpts from John Valentines Forbes Interview
NY Post Excerpts from the New York Post
Bob Hope Happy Birthday Bob Hope!
weakening dollar Pluses and Deltas: The Weakening Dollar
banking crisis Potential Banking Crisis
after retirement What, Work....After Retirement
  Important Considerations when Choosing a Retirement Asset Management Company
financial health What Is Your Financial Health?
rebalancing The Importance of Regular Portfolio Rebalancing
Valentine image War Cheers and Fears…Reason for Current Market Volatility
Underdog There's no need to fear, Underdog is here!
Valentine image Pumping Gas is Pumping Cash Out of Our Wallets
our cash flow Our Cash Flow Investing Strategy Goes Mainstream in 2003
deja vu Are we living through Deja vu?
double taxation Elimination of Double Taxation Provides Better Total Return
when to get back When to Get Back In? Look to the Seven Year Cycle
Valentine Capital Asset Management The Valentine Capital Investor Psychographic Self-Exam
2002
reincarnation The Reincarnation Of Technology as Defense
virtue Virtue - What It Means and Where to Find It
Ockhams razor Demystifying Decoupling and Ockham's Razor
markets media Markets, Media and Misinterpretation
mining salt Mining The Salt of the Earth
boom-bust How to Beat The Boom/Bust Cycle
Get Smart Get Smart About Forced Liquidation
Office From the Office of Public Affairs
Revenue Know Where the Revenue Flows
Predicting Where the Next Trouble Spots May Be
America America Becoming the World's Office
growth When Does a Growth Company Become a Value Company?
tweed The Return of the Tweed Jacket
surfer Yield Curve Surfers and Yield Seekers
Good company Good Company Bad Stock
Why Evaluating Stocks and Evaluating Companies Are Not Synonymous
Golden State Golden State Still Prospecting for Growth Risk Takers Have Historically Struck Gold in California
Risk Game 'Risk' and 'Trouble' are not Just Parker Bros. Board Games
30 year buyback 30-Year Buyback Rattles Pension Calculations
Valentine Valentine Capital RPG to Exhibit at Rukeyser Money Show
Premier Appearance For VCRPG at Prestigious Expo
Barrons Local Papers said, "No" but Barron's said, "Yes!" - Valentine Philosophies Published in Barron's
Calamities The Five Calamities of the Turning Millennium
And Their Economic Legacies
Greenspan From Where I Sit...
Fed Vice Chairman Fed Vice Chairman Talks About Economic Developments
Giants Let Sleeping Giants Lie
Economics & History Lessons for Those Who Would Attack America
Competition Our Greatest Competition is in the Mirror
enron Editorial: Bandits Without Masks or Guns
changes Keeping Up with Changes in Accounting - Changes in Business Practices Best Interpreted by the Pros
paradigm The Paradigm of Economic Psychology
Case for recovery The Case for the Spring Coiled Recovery
planning Structural Planning
Smart money today is Structurally Planned money
   
2001
simplified stock Simplified Stock Selection Strategies for the Sophisticated
A layman's breakdown of the tools used by the pros

bonds Bond Commentary
The 30-Year Bond is being Phased Out
apples wealth Apples to Oranges Comparisons Make Performance Evaluation Frustrating
Caveat Caveat Emptor:Institutional Style Investment for Individuals Part III
Valentine Timely Note for Year-End Planning
Caveat emptor Caveat Emptor: Institutional Style Investment for Individuals Part II
keeping pace Keeping Pace With the Changing Face of Research
  Q&A With An Institutional Value Investment Company
portfolio Portfolio Rebalancing Explained
The Antidote for Negative Churning
Caveat emptor Caveat Emptor: Institutional Style Investment for Individuals
estate tax The New Estate Tax Law
Summary of Estate Tax Reform/Repeal Bill
cah flow The Lost Art of Cash-Flow
sector rotation Sector Rotation
A Powerful Strategy For Dealing with the Vicissitudes of the Markets
asset allocation Asset Allocation: This Is How We Do It
CNBC A Lot of Hot Air
CNBC Provides Entertainment Not Advice
mortgage Letters to the Editor
DO! Pay Off That Mortgage!
mortgage Do Not Pay Off That Mortgage!
An innovative new wealth-transferrence strategy
John Valentine Shorting Our Elderly Out of Retirement by John Valentine
wealth management World Wealth Report 2001
Securities America Valentine Bay Area Home to Award-Winning Money Manager
Securities America Awards John Valentine Overall Top Producer
Money Managers Money Managers in a Box
Poor CRM Spells Trouble for E-Everything

case for boom The Case for the Continued Boom in Technology
worry Climbing the Wall of Worry
A History of Market Corrections Over the Last 20 Years
   

 

Wealth Management

Valentine Capital Asset Management Charity & Awards Archive

2011
Youth Diabetic Diabetic Youth Foundation
2010
Indego Africa Indego Africa
Leukemia The Leukemia & Lymphoma Society
NFL Alumni NFL Alumni to Valentine Capital Asset Management
Child Abuse Prevention Child Abuse Prevention Council
Orinda Woman Orinda Woman's Club Award
wheelchair foundation Wheelchair Foundation
Cambridge Community Center Cambridge Community Center
filipino american Filipino American
American Junior golf Association American Junior Golf Association
Youth Rally Youth Rally Committee
Xavier Youth Xavier Youth Rally 2010
Monument Crisis Center Monument Crisis Center
  American Alliance for Theatre and Education
ALS ALS Florida Chapter
Solano Land Trust Solano Land Trust
Securities America Securities America Top Advisor Award to Valentine
Securities America Securities America Representative Award to Valentine Capital
2009
Leukemia Leukema & Lymphoma
NFL Alumni Association NFL Alumni Letter
Eisenhower Eisenhower Neuroscience Institute
Mt Diablo Adult education Mt. Diablo Adult Education
Blackrock Blackrock Masters Club award to Valentine
Hall of Fame Derrick Thomas Hall of Fame Letter to John Valentine
2008
navigators The Navigators
United negro United Negro College Fund
Behringer Harvard Behringer Harvard
Fidelity Advisor Fidelity Advisor Council award for John Valentine
jdrf Juvenile Diabetes Research Foundation Thank you to Valentine Capital
jdrf Juvenile Diabetes Research Foundation
2007
Little brothers Little Brothers
Friends of the Elderly
NFL Financial NFL Financial
church Corpus Christi Catholic Church
Geneos Award Geneos Award to John Valentine
Geneos Excellence Geneos Excellence
Valentine Geneos Geneos OSJ Award
Pleasant Hill Pleasant Hill Recreation & Park District
PH Foundation Pleasant Hill Foundation
  St. Peter's School
pleasant hill Pleasant Hill Community Foundation
juvenile diabetes Juvenile Diabetes Research Foundation
2006
Gorbachev John Valentine Meeting Michail Gorbachev
Geneos Excellence Geneos Excellence Award
jdrf Juvenile Diabetes Research Foundation
Assistance League Assistance League
Business Times Business Times Award
Geneos Geneos Summit Award for Valentine
Seneca Center Seneca Center
2005
Pioneer Investments Pioneer Investments
Assistance League Assistance League
Geneos Award Geneos Excellence Award
Geneos Geneos Summit Club
american cancer society American Cancer Society
2004
dickdavis Dick Davis Digest - Where is the Real Estate Market Headed by John Valentine
Valentine Shark Pet Shark to Head for Bigger Home
2002
Securities America Rep Securities America Award for John Valentine
Manulife Financial Manulife Financial
2001
Manulife Manulife Financial
Older
Securities America 1998 Securities America
financial services 1997 Financial Services Award
financial services 1996 Financial Services Award
oppenheimer Oppenheimer Fund Award
financial services 1995 Financial Services Award
services award 1994 Financial Services Award
   

 

 

Select Valentine Capital Economic Article Archive

Sullivan In Investing, Disclosure Only Gets You so Far - New York Times
John Leo Valentine Volatility Can Be Your Friend…
(If You Let It)
John Leo Valentine Financial Advisor Magazine Article
John Valentine RIA

John Valentine has a NFL & Chevron-heavy client list but his RIA's growth was modest-Until Now

portfolio Tools to Analyze Your Portfolio
(Not simply a bowl of cherries)
gibson dunn Gibson Dunn - Disclosure of Advisor Conflicts
bank investing Sorting Apples from Oranges: What kind of Investor is your Client
real estate Where is the Real Estate Market Headed
cash flow Cash Flow Investing goes Mainstream
banking crisis Potential Banking Crisis
decoupling Dick Davis - Decoupling by John Valentine
Barrons Barron's Laissez Bear by John Valentine
ny post New York Post - 5 Questions for John Valentine
cash flow What Happened to Cash Flow Investing?
short sellers Short Sellers Hammer Retirees
financial advisor Portfolio Managers Sit in Silicon Valley Parking Lots
millionaires Asset Management for new Economy Millionaires