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...
Long Short Advisors
Recent Posts
As we prepare to turn the calendar to 2025, equity investors have good reason to feel rather euphoric. The S&P 500 Index has returned almost 29% year-to-date, on a total return...
One of the peculiarities of this rate-cutting cycle—recall that the Federal Reserve slashed interest rates by 50 basis points in September—is that it comes at a time of full...
Current Market Environment The third quarter was marked by strong equity markets and declining interest rates as a consensus coalesced around the beginning of a Federal Reserve...
An Equity Strategy Built for Election Uncertainty As the momentous elections on November 5 approach, the financial media will be replete with advice on how investors should...
The Potential Charm of Short-Selling We know that holding a portfolio of attractive stocks has been a successful long-term strategy to build wealth. Such assets tend to appreciate...
Current Market Environment While too early to declare victory, the historically elusive "soft landing" is becoming the base case for investors. The U.S. economy continues to grow,...
The Compounding Advantage It’s noteworthy how many luminaries have invoked the mathematical concept of compounding through time. Investment legend Warren Buffett discovered the...
An All-Weather Equity Strategy The stock market has been on a tear recently, which makes this an opportune time to curb your enthusiasm, take a step back and consider whether your...
A Golden Age for Investment in Alternatives It’s only April, yet many of the prognostications for 2024 by market strategists are already looking rather foolish. The economy is...
