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.
October was marked by continued volatility across fixed income and equity markets as investors faced various challenges, including persistent inflation concerns, rising yields, tightening monetary policy, and the backdrop of a U.S. Presidential election.
As an investor, it’s nice to know what we should expect from President Trump, because we have seen the movie before in 2017 – 2021. Apart from the early part of the Pandemic period, the economy and stock markets generally performed well.
Remember, our investment in stocks is a De facto vote of confidence on the economies in which we invest. Earnings, revenue, margins, free cash flow, and the growth of these important metrics is what drives stocks up or down over time.
The discretionary sector struggled as did all growth and quality-oriented areas of the market in 2022. That was a classic re-set and a raging opportunity to add exposure.