One of the ultimate strategies for a concentrated position is the zero-cost collar. The scenario presents itself when an investor has a large position,...
One of the ultimate strategies for a concentrated position is the zero-cost collar. The scenario presents itself when an investor has a large position,...
Recently, Jim O’Shaughnessy posted a series of tweets recounting some of the things he has (and admittedly hasn’t) learned over his 30-year career.
My take...
Recently, Jim O’Shaughnessy posted a series of tweets recounting some of the things he has (and admittedly hasn’t) learned over his 30-year career.
My take...
As we leave 2016 behind and prepare for 2017, I wanted to share some of the themes we have recently been speaking and writing about. Over the last quarter, we penned four articles, appeared in three videos, and were quoted several times in additional articles.
Wealthmanagement.com published a piece written by Exceed’s COO, Lawrence Solomon, on how Wall Street can better utilize behavioral finance when designing financial products.
After a challenging July that saw investors sell off high-flying technology stocks, buyers returned to the market in August, bidding up risk assets across the board.
Allocators add new exposures for a variety of reasons; diversification, returns, risk mitigation, etc. Understanding this, what is the most over-owned and expensive sector today?
After a red-hot June built on expectations that the Federal Reserve may succeed at killing inflation without killing the economy, July saw investors begin to question the soft-landing narrative.
It looks like a big margin call started in Japan. The Japanese Yen has become a funding currency in recent years, a source of cheap financing with the proceeds reinvested in better returning assets – such as US$ listed AI stocks.
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