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.

9 May 2019 - 14:50, by , in Uncategorized, No comments
The global economy is highly complex and integrated. A decision made in isolation can often have wide ranging and “unexpected” consequences. The current trade and tariff war is just such an example. The US has for a long time trade deficits. These aren’t bad, they are not one country taking advantage of another. As the...
6 May 2019 - 10:13, by , in Uncategorized, No comments
Talking to a lot of investment sponsors and “opinionated” investors, I’m often times struck by how binary their decision making process is. Their “idea/product” is the greatest idea in the known universe and you would be stupid not to put all your money into it. Always a choice between A or B. Why does this...
23 April 2019 - 21:52, by , in Uncategorized, No comments
The last few weeks I have been to a couple of conferences. The first was an LP meeting with Social Leverage – an early stage VC firm, the second a presentation from Art Laffer, the renowned supply side economist. The juxtaposition between these two events was profound. The Social Leverage conference was a bunch of...
15 January 2019 - 22:11, by , in Uncategorized, No comments
It’s interesting living here in San Diego.  It’s not a secret that is has desirable weather and a strong, diversified economy.  The dilemma is that it is essentially land locked and many people want to come and enjoy the sunshine.  Well except on days when it rains like today (OMG no one knows how to...
7 January 2019 - 21:38, by , in Uncategorized, No comments
With so much Social Media around, I’m not sure if all the rhetoric that gets produced has always been there, or is it now just so much noisier because of all the platforms that it can be broadcast on. The problem with so much noise is that it is becoming more and more difficult to...
3 January 2019 - 21:52, by , in Uncategorized, No comments
When investing it’s important to remember that two things impact the value of an investment – the amount that it is earning and how much people are willing to pay for it. When considering the stock market – the Earnings per Share (EPS) are easily understood and reported. The multiple or what people are willing...
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...