Pick-up nearly any financial publication and you will see headlines of extreme valuations, declining geopolitical relationships, ballooning debt levels and any negative headline to drive you to click on a link – which by the way is a way for that site to earn money by driving clicks higher. As the say in forecasting school,
From the original designer of the iPod and iPhone Tony Fadell in an interview with Bloomberg: Do you think people are going to spend more or less time on their phones five years from now? I hope it’s less. For my family, we have tech-free Sundays. No one is allowed to use a screen. My
When investing in stocks or bonds overseas portfolio managers have a decision to make. Do I hedge my currency risk back into the US $ or did I leave the investment un-hedged and create a dynamic of two sources of returns. The two sources of returns are how the underlying investment performs, as well as
On the heels of my post on FAAMG, I wanted to provide you a glimpse into a research report by AQR outlining why it should not surprise anyone that these behemoths are moving the markets. The first thing to consider is that the FAANGs are not just a random collection of five stocks picked from
To what you ask? The lack of stocks moving lower! The draw down (highest-to-lowest) over the first six months of 2017 was a mere 2.8%. This compares to the long-term average – going back 89 years – of an 11.2% draw down in the first half of the year. What does this mean? Stay Tuned,