In an interview with CNBC’s Market Watch, David Katz of Matrix Asset Advisors offered advice on spotting values and opportunities. Katz told CNBC that mega-cap technology stocks are still selling…
Active Managers’ Winning Streak Won’t Last
In a piece for Bloomberg Opinion, Nir Kaissar questions whether the current winning streak of active managers can last. Of the 2,850 actively managed mutual funds in the U.S., almost…
Six Charts to Help Understand Stock Valuations in the Wake of This Year’s Decline
By Jack Forehand, CFA, CFP® (@practicalquant) — The market’s amazing run in the wake of the pandemic has finally hit its first speed bump this year, with the S&P 500 down around 15%…
Invest In Freedom & Beat The Market
On an extended visit to China as a recent college graduate in 2003, Houston money manager Perth Tolle of Life & Liberty Indexes came face to face with the human…
Lessons Learned From This Year’s Tech Stock Bust
Tech stocks are bearing the brunt of the blame for the stock market’s recent dip into bear territory; so far this year, as of the date of publication of this…
Everything Investors Need to Know About Risk Parity with Adam Butler
In this episode we take a deep dive into risk parity with Adam Butler of Resolve Asset Management. We discuss the foundational principles of the strategy and its advantages over…
SPACs Are Flailing
SPACs—or special purpose acquisition companies—were once the darlings of Wall Street, but now they’re flailing, contends an article in The New York Times. The function of SPACs is to sell…
Strategist With Spot-On Record Predicts Stock Surge
The recent rally in the U.S. stock market could be even stronger than it look, reports an article in MarketWatch. Though the S&P 500 is up 6.6%, the Nasdaq Composite…
Weathering The Stock Market Storm
In an article for The Wall Street Journal, Jason Zweig shares what non-professional investors are doing to handle the latest drop in the stock market. Many Wall Street professionals view…
How Long It Takes To Recover From A Bear Market
With the S&P 500 well off record highs and fears of a recession rising, many investors are nervous. But not all bear markets in the past have resulted in a…