I really try not to play the "value vs growth game" when managing client portfolios (think Exxon and AT&T when you hear "value", think Apple and Amazon when you hear "growth"). I call it a "game" because games have winners and losers and when you pick value or growth, you are either going to win … Continue reading Value Versus Growth – Time To Pick A Side?
Why I Don’t Watch CNBC Anymore
It was mid February 2016 and the S&P 500 was down almost 15%* from its recent high. The market action on this particular day was especially bad so I did what I always do - I turned on CNBC. As a trader for 11 years, CNBC was on ALL DAY, EVERY DAY. I watched, or … Continue reading Why I Don’t Watch CNBC Anymore
Investing Trends: International Equities
As investors living in the United States, most investing "media" covers the US equities markets. When someone tells you "the market was up again today", you may immediately think about the Dow Jones or S&P 500 indexes. However, US stocks only make up about 52% of the global equity markets weighted by market capitalization - … Continue reading Investing Trends: International Equities
Don’t Invest Like a Caveman
I recently finished reading "The Undoing Project" by Michael Lewis which follows the private and public lives of two psychologists: Daniel Kahneman and Amos Tversky. These two psychologists were the first to really examine the psychology of decision making. One of the takeaways from this book was the fact that our brains are in many … Continue reading Don’t Invest Like a Caveman
Are Bonds A Bad Investment Right Now
With stimulus spending on the horizon, and US GDP set to ramp higher, the US Federal Reserve is set to hike interest rates three times in 2017. The US stock market has had an amazing run following the election of Donald Trump in November of 2016. Investors all over the country are looking at their … Continue reading Are Bonds A Bad Investment Right Now
