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Tag: Investor Complacency

6 years ago
Investors Should Expect Rougher Times Ahead

In a recent Barron’s article in which he describes the current U.S. economic expansion as an “Indian summer”, JPMorgan chief strategist David Kelly says that investors should guard against being…

6 years ago
When Everything Seems Good, Investors Should Still Prepare for Market Dips

The bull market and upbeat economic landscape doesn’t tell us much about the future, says a Wall Street Journal article from earlier this month, “and the rise in stocks makes it less…

6 years ago
Investor Complacency Doesn't Mean Clear Skies in Market

The market has seen low volatility and years without a major correction, writes Ben Carlson of Ritholtz Wealth Management in a recent Bloomberg article, but this doesn’t necessarily mean investors…

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Recent Original Research
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...
October 25, 2023
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...
October 4, 2023
The Long Game: Why Patience and Perspective Matter...
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Patience can be defined as the capacity to accept or tolerate delay, trouble, or suffering without getting angry or upset. It's the ability to endure difficult circumstances, persevere in the face of...
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