Author: Damien Lanyon

About author:

Damien is the founder and owner of Lanyon Advisory Services and has a extensive knowledge and experience in financial planning and wealth management.

6 April 2016 - 21:16, by , in Uncategorized, No comments
There are about 1/2 as many public companies today as there were in 1997.  This is due to a myriad of reasons – too hard, too much regulation, lots of private capital, to name a few. This is creating a dilemma – more of the growth of some of the fastest growing companies is now...
31 March 2016 - 22:27, by , in Uncategorized, No comments
It’s difficult to make predictions, especially about the future…   Wall Street economists could also double as analyst ranking NCAA teams… about as accurate as a Stormtrooper.    
7 September 2015 - 20:26, by , in Uncategorized, No comments
Here is a collection of interesting charts. Chart Dump Sep 2015 Please click on the link. It has a breakdown of current US equity market valuations, interest rates, global debt positions and some charts from the recent Monday flash crash.  
28 August 2015 - 16:43, by , in Uncategorized, No comments
2nd Quarter GDP was revised up this week from an annual pace of 2.3% to 3.7%.  Some of this increase arose from an increase in consumer spending, in particular housing and autos.  So let’s look at some trends in consumer behavior. The financial crises of 2008/2009 was bought on by excessive debt.  Debt is still...
27 August 2015 - 13:54, by , in Uncategorized, No comments
Monday August 24th, was quite a day.  It was a good old fashioned flash crash. Liquidity disappeared from the market and some of the largest companies in the world saw their stock prices down over 20% at the open.   The role of computers and high frequency traders cannot be overlooked in this situation –...
27 January 2015 - 22:16, by , in Musings, Comments off
Raising interest rates… It’s the one thing that everyone is sure is going to happen, unless you are Japan or Europe or perhaps the United States. Long term bond interest rates in many of the developed world currencies are falling sometimes into negative rates. That means that some people are happy to receive most of...
22 January 2015 - 9:10, by , in Musings, Comments off
Who cares about the knuckleheads at central banks – they are screwing the pooch in a royal fashion.  So many wonderful life changing technologies are emerging its a wonderful time to be alive. Two things that caught my attention today – “poo water” and 3d printed houses. Bill Gates was on Fallon talking about his...
13 November 2014 - 12:38, by , in Musings, Comments off
San Diego even though it possess a great local ecosystem of innovation it does appear to be a red headed step child for the attraction of Venture Capital funding. I pulled this data from the PWC Moneytree website. You can see that in terms of total dollars San Diego is still attracting a similar amount...
26 October 2014 - 21:18, by , in Musings, Comments off
The danger with valuations is they are a lot like a bikini – they show you a lot, they don’t show you everything. The current Case Shiller Cyclically Adjusted PE ratio is currently 25.73. What does this mean?  Since January of 1881 to today the average PE ratio is 16.61, with a standard deviation of...
4 September 2014 - 14:22, by , in Musings, Comments off
Every asset is valuable at the right price. What’s the right price is one of the most difficult questions to answer when it comes to investing.  We can try to forecast cash flow, margins of safety, operating margins, macro economic conditions and interest rates. It just gives us insights into what things might be worth...