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...
Long Short Advisors
Recent Posts
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...
Current Market Environment The first quarter of 2024 was marked by a continued pushing out of expectations for when, and by how much, the Federal Reserve would cut rates, as...
Is it Time for Value Stocks to Take the Stage? Without question, the predominant market story of 2023 was the blistering rise of mega-cap technology stocks. The so-called...
