Don’t Poke the Bear... Some investors are wondering: Is now the time to rebalance my portfolio? Is the worst behind us or ahead of us? While we cannot be certain about the future,...
Current Market Environment We find ourselves questioning the maxim, “Good things come to those who wait.” After waiting years for interest rates to rise, thereby ushering in a...
THE RISKS OF A LONG-ONLY PORTFOLIO Many leading economic indicators are flashing warning signs for investors. As such, investors have been selling equity stakes since the...
BREAKING DOWN HEDGE FUNDS The term hedge fund carries a plethora of connotations, some good and some bad. On one hand, notable hedge funds have pioneered investing strategies,...
Flip on financial TV, and you might come across a segment about the so-called death of value investing. After years of outperformance from high-flying and sexy growth stocks, many...
Current Market Environment The new year started as we expected: inflation continuing to rise, the Federal Reserve getting increasingly hawkish, interest rates rising, and with a...
One major impact from Russia’s invasion of Ukraine has been to pour fuel on the fire of rising commodities. And, as we are often reminded during crises, it’s difficult to see...
Current Market Environment Don’t Fight The Fed 2021 began with a hopeful optimism of a soon-to-be vaccinated world, and our being able to put the COVID-19 pandemic in the rearview...
It’s only a month, but value stocks have significantly outperformed growth out of the gate in 2022. While we won’t try to make a call on whether this is a long-term rotation, we...
Rarely can entire markets be characterized by a broad, sweeping statement. Instead, we often find there are “markets within markets” – pockets of the stock universe that are...
