Is Market Fear Fading?
Rick Vollaro | May 15, 2013
In January I wrote two columns that served as exercises in speculative thinking. The second article described a scenario that might produce a bullish blow off in the markets during 2013: But what if 2013 is the year in which fear fades from the backdrop? What if system risk in Europe dissolves, the U.S avoids a major debt ceiling fallout, [...]
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Be Careful with Alternative Investments
Ken Solow | May 13, 2013
I have been on the road quite a bit recently, appearing at several professional conferences around the country. One fellow speaker at a conference in San Diego was Dr. Christopher Geczy, a finance professor at the Wharton School and the new academic director of the Wharton Wealth Management Initiative. His impressive resume features a B.A. in economics from the University [...]
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The Global Roller Coaster Ride Continues
Carl Noble | May 9, 2013
So far in 2013, U.S. investors have enjoyed a steady climb in stocks, with the major market averages surging into record-high territory. There’s been a near absence of any sort of market volatility, with the CBOE Volatility Index (VIX) sliding to multi-year lows. Whatever the reasons behind the rally, it’s been gradually bringing back positive vibes on the part of [...]
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Value Investors vs. Momentum Investors
Ken Solow | April 23, 2013
There is an entire school of investing that would have you screening for stocks that are making new lows in price on the assumption that the best values can be found in that group. I recently wrote about the strange psychological wiring of value investors who believe that they can outsmart Mr. Market and find investment ideas that are mispriced [...]
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Sometimes the Story is What You Don’t Own
Rick Vollaro | April 16, 2013
The last two days in gold have been downright nasty, as it has lost roughly 13% of its value in that time. That is clearly not what one would have expected in a so called “safe haven” asset class. As always in markets, with a huge move comes big media attention when everyone gets to weigh in on why gold [...]
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Telling Investment Stories
Ken Solow | April 9, 2013
The way we explain our process for managing portfolios has significantly changed over the past few years. It seems that both retail and institutional investors want to hear more about how ‘the sausage is made’ than they did a decade ago. And why not? The financial markets have been difficult to navigate since the market topped in the year 2000 [...]
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