Tag Archives: The Brain

Donald “The Brain” At it AGAIN Early Next Year – Friday

Those long timers know Donald W. Capone III, CFA as our portfolio manager, planner and industry respected technology person, such “The Brain” label… as well as a super father, to top it off…

It’s  human nature to take this all for granted occasionally – he doesn’t fly like super man you know — haha – kidding!

The Brain Does At Again

Several years ago at an industry gathering of over 3000 folks in a western coast town, the key note speaker begins with a review of all the neat things that had happened during the year and those that were instrumental in developing these items…

32 minutes into the three day event, up pops … Guess who?

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A fellow professional tapped my shoulder, “Isn’t that your partner on the big screen?” “No he is at home this trip!” No, he was on the big screen talking of the use and adjustments of new portfolio tools…

Sorry the picture is not better, but it was the best possible on such short notice ….

This time he doesn’t catch us off guard as he is expected to speak to a large group early next year as well as attend several round table Q and A’s !

Well done DC “The Brain”

Ahhh … today is a Friday, closing in on a Holiday Season, New Year and some much needed R and R family time for all… Enjoy and talk to you next week !

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
jkfinancialinc
street-cents

App/Hardware of the Quarter Preview -Whirlwind Trip for “The Brain” – Black Eye Repaired … Jen’s Continued Baptism – Travels

Each quarter we like to highlight an App of the Quarter in our Newsletter … This Quarter, as a sneak preview, we did not pick an App, but a SUPER handy piece of hardware, that has saved us a ton…. We will divulge next week!

Donald “The Brain” with a Black Eye?

What’s the only thing you really don’t want to have when your having a photo shoot? 

How about a Black eye!black eye -pexels-photo-1404727

In a “You cannot make this up way” The Brain arrived in Dallas yesterday morning for a record breaking fast whirlwind tour photo shoot, then flight back home – with non other than – you guessed it …. A Black Eye!

Thanks to an opponent softball player’s wild elbow while turning the base, The Brain had a nice shiner ….

Jen’s continued baptism was in full force as the waterproof cover-up was handy … no more black eye! Sorry folks, a perfect photo moment was lost as they both knew I would want a pic, and they waited until a much needed gas refill was occurring – rats, missed it..

Photo shoot done!

Hmmmmm …. Why the photo shoot?

Well, we cannot say for about three more weeks, but when we can – WE WILL – LOUDLY

Travels

As you read this I will likely be in a plane with the 13 year old, headed to a National Tennis Tournament in a warmer state, where “What Happens There, Stays There” … 100+degrees will feel like summer again ….. All Good!

The end of the THIRD – yes – third quarter, of 2018, is next week — it goes fast…. spend time with those important …. talk to ya next week!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
jkfinancialinc
street-cents

It only took 32 Minutes for “The Brain” to make a splash at the conference …. Meeting David Cameron ….

The lights were dimmed for the audience….

3000+ people to start the multiple day 14 hour a day conference….

Boom!   The lights are up, the attendees are revved up …. out walks the first speaker …

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Exactly 32 minutes later… up pops an interview – on full screen in front of all 3000 -with none other than …

Donald “The Brain”…..

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Gotta be kidding?

Nope… a replay from the meeting mentioned in this post earlier before the event…

First time an event has been crashed from across the county… Well Done Donald!

Meeting David Cameron

Later on in the  morning, David Cameron the former Prime Minister/President of Britian spoke …. Possibly the best talk ever … tons of notes to share. Even an in person meeting and quick chat…..

Today is a Friday, not surprisingly, time is short ….not to worry… LOT’S to talk about shortly…. Enjoy your weeekend !

Hope you enjoyed the update from a revved up body in the West !

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
http://www.jkfinancialinc.com
http://www.street-cents.com

Donald goes Hollywood …. Congrats

As mentioned recently, Donald Capone AKA “The Brain” was asked to speak at  our vendor event later this month.

Boom… Now A Press Release ? … Nice

From the press release today at 9 am :DCHeadshot

….. It’s one of the most important tools we use, because it lets us determine what needs to be rebalanced in minutes and then fire off trades. That’s powerful,” said portfolio manager Donald Capone of J.K. Financial Inc., a Dallas firm …..

 

Congrats Donald …  VERY WELL DONE …  Autograph please !!

John A. Kvale CFA, CFP

http://www.street-cents.com
http://www.jkfinancialinc.com
8222 Douglas Ave # 590
Dallas, TX 75225

 

Halloween Follow Up (Picture as promised) … Brain in AGAIN … Preview of Next week … NAPFA … Video

We hope you all had a fun and safe Halloween. As promised, Halloween being a family favorite, I have attached a picture at the bottom of this post to humor you into the weekend.

The Brain In the House AGAIN

Today “The Brain” Donald Capone is in the house once again for a very quick turnaround CFA Institute event. We will both be out of the office for most of the day due to this event.

Next Week Happenings

Next week brings our Video summary review for October…Wow… this year continues to go quickly, some interesting news on why we joined NAPFA (National Association of Personal Financial Advisors), the official Holiday Party Invite, among a few other items (26.2 on deck.)

Ahhh…but that is next week, and today is a Friday heading into a weekend. Enjoy yours, thanks for reading our writings, and do not forget to spend time with those special in your life.

Have a Great Day and a Super Weekend !

John Kvale CFA, CFP

http://www.jkfinancialinc.com
http://www.street-cents.com
8222 Douglas Ave # 590
Dallas, TX 75225
 
Here is your Picture!!
2013 Halloween
 

Donald “The Brain” does it again…A good company showing

In mid December 2012, during an industry related event, as written here in our “Holiday Party and Nerds” post a good-sized group of financial professionals including ourselves turned a nice holiday party into a slightly heated discussion concerning the end of the year market close for the S&P 500.

The most interesting or entertaining portion of the event, depending on your point of view was the conviction most had in their point of view. Remember in mid December there were very little information on the fiscal cliff compromises, not that there are today (I digress), but there were certainly tons of uncertainties.

And the winner is/was ….drum roll please……..drumroll

Donald Capone, Yep the brain did it again! His call was 1440 and with a closing of 1426 he was the winner over 9 other participants including myself.

Let it be known, J.K. Financial, Inc. was well represented with Donald taking the next to last Friday winner, myself as the last Friday winner with a 1400 call, and Donald sealing the deal as the ultimate winner.

We are of course happy to let you know of our winnings, but please do not take these as a conquering of the capital markets as there is a lot of luck that goes into such calls. We are happy to be lucky any day of the week!

Have a Great Weekend!

JK

PS The newsletter came out terrific and we will highlight a few items next week ..Break In, Break In,…..Grrrrrr! One of our predictions was just scooped, by a news story early this am…Tim Geihtner is leaving at the end of the month…we predicted some time this year, with concerns, in our newsletter!

PSS With my beloved Cowboys out again, my best wishes to all Alumni who will be watching College games, especially tonight…Good Luck to all..I will be watching too!

214-706-4300
http://www.jkfinancialinc.com
8222 Douglas Ave # 590
Dallas, TX 75225

A Market Update and our thoughts…..Congrats to Donald “The Brain”

Many may blame the election results for the recent market movement, but this is not 100% true.  We would argue that the sugar induced (QE3)  market has run its course from the FOMC’s recent announcement and we are just now back to reality, and closer to fair value, by our estimate.

Here is a chart of the S&P 500:

Over the last several days, post-election, capital markets have been droopy and retreated slightly. It is worth taking note of our description,  “droopy” and “retreating” as the total market movement from the Bernanke “Juice is Lose” run is just 5% lower from its peak.

Markets can, and do, overshoot on the downside, just as they get too optimistic on the upside. The good news is they usually find their footing and these over reactions create opportunities for those willing to keep a steady hand.

Have a Great Day!

JK

PS Donald “The Brain” carded his first hole in one recently…congrats Donald we know your investment picks are as good as that swing…Well Done!

214-706-4300
http://www.jkfinancialinc.com
8222 Douglas Ave # 590
Dallas, TX 75225