I have recently returned from an annual Cambridge Investment Research advisor symposium, at which I attended a variety of presentations related to current market conditions. One of the speakers was Dr. Claus te Wildt, a PhD in Finance currently working at Fidelity...
This blog article is for those of you that appreciate some degree of fundamental analysis, and the chartbelow tells a story that is very relevant to our investment models for 2022. This fall we started to seearticles in the financial press addressing two important...
I have a friend who owns and operates a small specialty machine tool sales and service company. His customers own machine shops and factories in the northeast. Thus far in 2021 his business is already up 160% over his 2019 levels. Some of this increase comes from his...
Volatility is back, with the U.S. equity market suffering a few tough weeks reminiscent of the dramatic action in 2020. Since their respective peaks on February 12, the S&P 500 Index has declined -5%, and the tech-heavy NASDAQ -10%. There is no shortage of good...
By Steve Worth What do the numbers 1.52 million and 30,269 have in common? They are both all-time highs; in the US Covid-19 infection count, and the Dow Jones Industrial Average. An increasing number of people are struggling with the many difficulties caused by this...
Elections matter, but not so much to your investments Election years can be fraught with uncertainty as developments surrounding the candidates, their platforms, and their predicted effects on the economy and markets dominate the news. But should you let this stream...
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