By Justin Carbonneau (@jjcarbonneau) — Each market environment and year we can look back and say what worked and what didn’t. And while it’s easy to do that in hindsight,…
A Glimpse Into The Future Of Investor Customization Through Direct Indexing
In an interview with CityWire, Patrick O’Shaughnessy, CEO of O’Shaughnessy Asset Management, discussed the company’s software-centric investing service, Canvas. The service is the first custom indexing platform, which allows advisors…
The Investing Boom Goes Far Beyond Reddit
A recent article in The Atlantic posits that the current investing boom is being driven by more than just the “Reddit Bros” and that individual investors now span a broad…
Bitcoin Whale’s Fuel Price Jump
The latest Bitcoin rally has been fueled by its biggest holders, according to a report from Kraken Intelligence, details an article in Bloomberg. “Whales”—holders of 100 Bitcoin or more—raised their…
The Bubble’s Final Paroxysm - Still Months Away?
Is it possible to figure out when a bubble is going to end? An opinion piece by John Authers in Bloomberg says even though we can’t know for sure, it…
Everything You Need to Know About Inflation with Cullen Roche
Inflation is probably the most talked about topic in investing today. Some think it has become a major problem. Others (including the Fed) think it is transitory. While still others…
Bitcoin Could Be At $100K By Year’s End
Plenty of strategists are predicting a Bitcoin rally as high as $100,000 by the end of the year, according to an article in Bloomberg. With the first U.S. Bitcoin ETFs…
Tackling This Market Moment With "Return Stacking"
“Return stacking” is another way to diversify your portfolio in this period of all-time-high stocks and thin bond yields, writes Jason Zweig in The Wall Street Journal. Zweig uses the…
When It Comes Having An Edge In Investing, Creativity Can Set You Apart
In an opinion piece for CFA Institute, Joachim Klement writes that creativity is an important skill to cultivate for investors. While grit and a passion for markets are also important…
Sequoia Is Breaking The Venture Capital Mold. Will Hold Stocks Longer.
Sequoia Capital has declared the current time-based model for investing obsolete and is changing its structure completely, reports an article in CNBC. The firm will establish a single fund, the…