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Day: October 4, 2021

Titans Of Wall Street Warn Of Next Big Risks
2 years ago
Titans Of Wall Street Warn Of Next Big Risks

What are three of the biggest stars on Wall Street worried about over the next 5 to 10 years? Bloomberg asked that question of Cathie Wood (founder, ARK Investment Management),…

Balancing Return and Risk in Factor Investing with Harin de Silva
2 years ago
Balancing Return and Risk in Factor Investing with Harin de Silva

Many factor investors tend to use similar approaches. You will typically see some value and momentum in their strategies. You will also likely see some quality, and maybe even some…

Dividends & Buybacks Are Picking Up At Last
2 years ago
Dividends & Buybacks Are Picking Up At Last

Dividends and buybacks are starting to make a comeback after getting shrunk during the early pandemic market rout last year, says Credit Suisse’s chief US equity strategist Jonathan Golub, as…

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Recent Original Research
November 29, 2023
Optimism vs. Pessimism: Defining Your Investing Future
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Optimism is defined as the "hopefulness and confidence about the future or the successful outcome of something." Pessimism is defined as "a tendency to see the worst aspect of things or believe...
November 15, 2023
Why It’s Great to be an Investor Now...
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — This may seem like a strange headline given the path of stocks over the past two years. Many equity investors, particularly in the small-cap space, are likely looking at their portfolio values...
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Investing In Sectors: A Look at the 11...
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — There are eleven sectors (Energy, Health Care, Consumer Staples, Technology, Consumer Discretionary, Industrials, Communication, Services, Financials, Real Estate, Utilities, and Materials) that make up the S&P 500. With over $230 billion in...
October 18, 2023
Navigating the Magnificent Seven’s Fundamentals
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Looking at Amazon, Apple, Google (Alphabet), Meta, Microsoft, Nvidia and Tesla through the lens of the guru models on Validea. What do you see when you look inside your portfolio so far...
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