Current Market Environment We entered the second quarter with an already tariff-leery stock market having sold off 9% from the February highs when President Trump's April 2...
Long Short Advisors
Recent Posts
Four months into 2025, financial markets and the economy continue to struggle with policy uncertainty emanating from Washington, D.C., particularly around the Trump...
The investment landscape is shifting. In the decade leading up to COVID-19, the environment was characterized by low interest rates, easy money, and rapid growth in a handful of...
Current Market Environment "Elections have consequences.“ This axiom has never rung truer on Wall Street than it has in recent months. Indeed, we can't remember a time in our...
When people think about tax efficiency, they often focus on traditional strategies like maximizing tax-deferred accounts or harvesting losses at year-end. But tax efficiency isn’t...
The Risks of a Long-Only Portfolio As equity indexes again reach new highs, it’s a felicitous time for investors to take a step back and consider whether they are exposed to...
Current Market Environment The most consequential event of the fourth quarter was, undoubtedly, the U.S. presidential election, which saw a return to the White House for Donald...
Breaking Down Hedge Funds The term “hedge fund” has a host of connotations, some of them good and some bad. Certain prominent hedge funds and their managers have pioneered some...
High-Yield Bonds High-yield bonds, also dubbed “junk bonds,” are bonds that pay a higher yield to their investors to compensate for the additional risk when compared to buying...
After some years of lackluster returns, we believe the outlook for bank stocks is brightening. Broadly speaking, we can divide the reasons for this into two categories: interest...
