Weighing the Week Ahead: Will a More Aggressive Fed Spark the Long-Awaited Correction?
We have a light calendar for economic data. The week’s focus will be the FOMC policy announcement on Wednesday. Given the resilience of the market rally in the face of various natural and human threats, the punditry will turn to a favored topic. Expect people to be asking: Will the Fed be the catalyst for a market correction?
Investing for Returns or Investing in ESG Strategies: A False Dichotomy
The emergence of “responsible investment” solutions has created an opportunity for clients to approach their portfolios more holistically and in line with their beliefs and values. The historical perception of a trade-off between optimizing returns and reflecting values is a false dichotomy.
How to Convert the Alpha Male Prospect
Converting the alpha male is surprisingly easy if you follow these simple rules.
We Didn’t Start the Fire
What should long-duration common stock owners like us do with the news of the horrific flood in Texas, the Category 5 hurricane in the Caribbean, the heightened tensions created by North Korea’s Dictator, Kim Jong-un, and the 8.1 magnitude earthquake in Southern Mexico? What is wise behavior in a more volatile stock market environment created by outside events?
Getting More From Your LDI Portfolio
Our approach to investing in long duration and long credit portfolios has delivered meaningful alpha over most market cycles.
Market Cap to GDP: An Updated Look at the Buffett Valuation Indicator
With the latest monthly close, the GDP Q2 Second Estimate data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 131.6%, up from 128.7% the previous quarter and an interim highs
On Travels and Travails
As the focus of my work is emerging markets, I don’t spend a lot of time in the United States anymore, even though I grew up there. But like many people, I took a bit of time off this summer to enjoy a visit with family. We traveled to Mackinac Island in the state of Michigan, situated in Lake Huron.
False Prophets: Dan Solin's Investing Secrets
Costco After the Recent Correction-Overvalued Or Undervalued?
This is the fourth in a series of articles where I will cover popular and/or high profile stocks. The primary objective of this series will be to put a spotlight on the importance of forecasting future growth prior to making an investment decision.
Moving Averages: August Month-End Update
Valid until the market close on September 29, 2017.
The S&P 500 closed August with a fractional monthly gain of 0.05% after a gain of 1.93% in July. All three S&P 500 MAs are signaling "invested" and four of the five Ivy Portfolio ETFs — Vanguard Total Stock Market ETF (VTI), Vanguard FTSE All-World ex-US ETF (VEU), iShares Barclays 7-10 Year Treasury (IEF), and Vanguard REIT Index ETF (VNQ) — are signaling "invested".
Searching for Alphabet’s True Worth? Should we Google it?
This is the third in a series of articles where I will cover popular and/or high profile stocks. The primary objective of this series will be to put a spotlight on the importance of forecasting future growth prior to making an investment decision.
Weighing the Week Ahead: What Can be Done to Create More Jobs at Better Pay?
We have the biggest data calendar of the year, climaxing with the employment report. It is right before the Labor Day weekend. It is a natural setup for politicians and pundits alike.
All Things Bullish
Today we’ll look at reasons to be bullish on the equity markets, but I’ll also teach you a thing or two about trading.
Priceline: A Growth Powerhouse – Forecast Profits and/or Cash Flow Not Prices!
This is the second in a series of articles where I will cover popular and/or high profile stocks. The primary objective of this series will be to put a spotlight on the importance of forecasting future growth prior to making an investment decision.
Graham & Dodd vs. Edwards & Magee
The development of a personal trading or investing philosophy is usually an evolutionary and highly personal process. Through a combination of experience, trial-and-error, and the attainment of knowledge, successful market participants hone their skills until they find a strategy that works for them and that is consistent with their general mindset.