Blogs

New Faces, Same Policies

President Biden has just signed the 2021Covid Relief Package authorizing the borrowing of $1.9 Trillion dollars. This is on top of the 2020 relief packages that totaled $3.41 Trillion dollars. Combined we will have borrowed $5.31 Trillion dollars to support...

Time to Short the Fangs?

Most investors know popular indexes like the S&P 500 and Nasdaq Composite are usually capitalization weighted. The biggest companies by market value have more influence on the index change. The Nasdaq leaders are commonly referred to as the FAANG stocks –...

And the Dam Bursts…

Like an Orc being washed away by the waters behind the dam after its destruction, markets shorts are finding it equally hard to find their footing. While many market pundits keep talking down the economy and scream that the market is “overvalued” leading to crash...

It’s All About the Bazooka

The markets have been rallying since June 26th when Mario Draghi, the ECB President, announced that the ECB would do “ whatever it takes” (or as Wall Street terms it “will bring out the bazooka”), to save the Euro. Add in the fact that August has been the...

Is There Value Left in Low-Beta Market Sectors?

Today’s post appeared at www.horsesmouth.com and is reprinted below for my blog readers and clients, Aug. 9, 2012: Low-beta stocks have been a good alternative for clients who want safety without going to cash. But value plays in this sector are getting hard...

Pre Mid-Year Wrap Up

As we head into the July Fourth Holiday I’m struck by what an appropriate holiday to be celebrating based on our financial markets. No, not so much the Patriotic implications, but the fireworks!! Every day when I come to work and power up the computer I’m expecting to...

Quoted in “Fiscal Cliff: Fact or Fiction?”

The article “Fiscal Cliff: Fact or Fiction?” appeared at Forbes.com discussing the coming Fiscal Cliff facing the U S economy.  I  provided the author with background information and is quoted in the article addressing investor strategy.

Low Beta and High Beta

This is an article written by Mike Tarsala at covestor.com that features my strategy and explains the use of “low beta and high beta” stocks.

“Next Invest”

I’m a panelist for an online investing conference “Next Invest” hosted by Covestor. Other panelist include Ian Ayres: Professor, Yale University; Author, Lifecycle Investing  and David Whitmore: Senior Strategist, Trading Education, E*TRADE. I will be...

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