Value Versus Growth – Time To Pick A Side?
June 4, 2017 Finance, FINANCE 0
I really try not to play the “value vs growth game” when managing client portfolios (think Exxon and AT&T when you hear “value”, think Apple and Amazon when you hear “growth”). I call it a “game” because games have winners…
Why I Don’t Watch CNBC Anymore
May 30, 2017 Finance, FINANCE 0
It was mid February 2016 and the S&P 500 was down almost 15%* from its recent high. The market action on this particular day was especially bad so I did what I always do – I turned on CNBC. As…
Investing Trends: International Equities
May 15, 2017 Finance, FINANCE 0
As investors living in the United States, most investing “media” covers the US equities markets. When someone tells you “the market was up again today”, you may immediately think about the Dow Jones or S&P 500 indexes. However, US stocks…
After Brexit, Is Cash King of the Investment Universe?
When Great Britain voted to leave the European Union in late June, the media had a field day. Stock markets across the globe were down significantly the following Friday and Monday after the vote. It was certain, according to any…
The Stock Market Has Bounced, Now What?
October 23, 2015 Finance, FINANCE 0
Since the highs in July the S&P 500 had corrected about 14% – the Dow Jones fell even more. In September, just when things looked about to get worse, the market started moving higher and has not stopped. As of…
Selling Stocks Is Easy
October 1, 2015 Finance, FINANCE 0
There are few things worse than having the market go against you. As a Wall Street trader for many years, I have had tens of thousands of positions go against me – not fun, but each was a lesson learned….
Is Market Negativity Good For Stocks?
September 14, 2015 Finance, FINANCE 0
With the Dow Jones Industrial Average down 8% year-to-date, investor attitudes are gloomy at best. Yet the US stock market is at the same point it was in September of 2014 – we are close to “unchanged” on a year-over-year…