maggie@kirrmar.com

About Maggie Kamman

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So far Maggie Kamman has created 42 blog entries.

The Uneven Recovery and What Lies Ahead – Podcast

2020-10-12T15:29:34-04:00

The Uneven Recovery and What Lies Ahead - Podcast Associate Director of Client Service Zach Greiner is joined by Chief Investment Officer Mark Foster, CFA and Senior Research Analyst Roger Lee, CFA to discuss the K-shaped economic and stock market recovery as well as how recent Fed commentary affects stocks. Zach, Mark [...]

The Uneven Recovery and What Lies Ahead – Podcast2020-10-12T15:29:34-04:00

2020 Q3 Client Letter

2020-10-12T13:34:41-04:00

Dear Clients: The good news is, as of September 30, 2020, client equity portfolios had their strongest two-quarter performance since the third and fourth quarters of 2010.  The bad news is “Value” continued to lag “Growth” significantly in the third quarter of 2020, an all too familiar refrain.  However, we’ve completed implementation [...]

2020 Q3 Client Letter2020-10-12T13:34:41-04:00

COVID-era “K-Train” heads in different directions for haves, have-nots

2020-10-19T14:32:48-04:00

COVID-era “K-Train” heads in different directions for haves, have-nots Mickey Kim / September 25, 2020 Who can ever forget the Muppets’ “Alphabet Song” on Sesame Street?  “B” is for Bert.  “C” is for Cookie Monster.  Certainly not Wall Street pundits, who debated which letter would best describe the path [...]

COVID-era “K-Train” heads in different directions for haves, have-nots2020-10-19T14:32:48-04:00

Don’t Let Partisan Storm Crash Your Portfolio

2020-08-28T14:56:43-04:00

Don't Let Partisan Storm Crash Your Portfolio Mickey Kim / July 31, 2020 I never make predictions, particularly in writing, but it’s a sure bet the vitriol and partisan political assault we’re going to be subjected to over the next 100 days will make 2016 seem like an ice [...]

Don’t Let Partisan Storm Crash Your Portfolio2020-08-28T14:56:43-04:00

Weathering the Storm – Podcast

2020-07-10T13:46:34-04:00

Weathering the Storm - Podcast Chief Investment Officer Mark Foster, CFA and Associate Director of Client Service Zach Greiner discuss the impact of the COVID-19 pandemic on the financial markets and economy, how Kirr, Marbach put its portfolio holdings under the microscope to determine if they could weather the storm and the opportunity [...]

Weathering the Storm – Podcast2020-07-10T13:46:34-04:00

To understand stocks’ wild price swings, think of it as a “Spock” Market

2020-08-24T15:05:01-04:00

To understand stocks’ wild price swings, think of it as a “Spock” Market Mickey Kim / July 3, 2020 Stock market volatility was epic during the first half of 2020, six months that shook the world.  U.S. stocks hit a new all-time high “way back” on February 19, [...]

To understand stocks’ wild price swings, think of it as a “Spock” Market2020-08-24T15:05:01-04:00

Investors, future is unpredictable and ‘tail-end consequences’ can devastate

2020-08-24T15:05:01-04:00

Investors, future is unpredictable and ‘tail-end consequences’ can devastate Mickey Kim / June 5, 2020 We humans hate uncertainty.  In dangerous times, we crave assurance if we do X and Y, then Z will occur and all will be good again.  To feed the media beast, there is [...]

Investors, future is unpredictable and ‘tail-end consequences’ can devastate2020-08-24T15:05:01-04:00