Nov 26, 2023 | Uncategorized
To all our clients and readers of this newsletter – Happy Thanksgiving and Seasons Greetings. It has been a unpredictable year for investors with the high volatility in the markets but with inflation down to 3.2%, the stock market has responded positively going into...
Jun 10, 2018 | Uncategorized
Ever since mutual funds and more recently, ETFs were created, there has been a flood of new funds and ETFs being launched almost every month. Many fade away after a few years due to poor performance but that has not stopped asset managers from launching new...
May 14, 2018 | Uncategorized
Scanning regulatory filings for the next hot initial public offering (IPO) is often seen as too hard and waste of time. But reading the S-1 filings often gives insight into management and the inner workings of the company before the first earnings calls. With good...
Feb 18, 2018 | Uncategorized
After tumbling earlier this month, shares of manufacturers to banks to energy companies are rebounding together, a sign that could lead to more turbulence ahead. The 11 S&P sectors rarely move in tandem but recently, the three month rolling correlation between...
Jan 28, 2018 | Uncategorized
Earlier this week, United Airlines posted fourth-quarter profit topping estimates with United’s revenue for each seat it flew a mile, rising 0.2 percent, up from a previous forecast of no growth year over year. The airline forecast earnings per share of between...
Nov 20, 2017 | Uncategorized
This week has been a choppy one on Wall Street. In an uncertain market, a well diversified portfolio across different geographies, sectors and asset classes is what the doctor ordered. However, intuition and guesses are not always the best way of finding...
