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...
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...
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...
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...
Investing in Long Short – Why it’s Important in Today’s Environment Are You Concerned About: Equity valuations being near all-time highs? Winners and Losers – this being a stock...
