“I’ve been crushing it in the stock market this year. I’m up 45%.”– Random Dude How many times have you heard a family member, colleague,…
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Naked Performance
Recession Signals that are Flashing Red
“There are decades when nothing happens, and weeks when decades happen.” – Uday Kotak, founder of Kotak Mahindra Bank The gap between how people are feeling about the economy and what’s happening is bigger than the Grand Canyon. The soft...
read moreNaked Performance
“I’ve been crushing it in the stock market this year. I’m up 45%.”– Random Dude How many times have you heard a family member, colleague,…
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Signs of a Market Top? Investor Sentiment
VR Research published a graphic on its Twitter account showing the characteristics of a “market top.” The summary is broken down by corporate, valuation, economic,…
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Avoiding the Dividend Trap
“In a taxable account, dividends could have cost you anywhere from 0.3% to over 3.0% in returns PER YEAR since 1974. If your goal is…
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Does a Robo-Advisor Make Sense for You?
“One of the challenging things in this industry now is you’ve got a lot of the old-way-to-invest type of firms coming out with me-too offerings that…
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Death of the Fixed 1% Fee
“One of the biggest problems I have with the flat-fee structure is that it does implicitly incentivize a culture of asset gathering.”– Matthew Spencer, Director…
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What Happens if the U.S. Goes to War?
“Rising overseas tensions usually don’t cause economic slumps or bear markets… but it’s not unheard of.”– Ben Levisohn, Barron’s The CFA Institute’s Enterprising Investor blog published a…
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Risky Business of High Yield
With corporate leverage continuing to surge—on record pace again in 2017—the threat of the “zombie” bubble popping appears increasingly real.– 13d Research The absolute level…
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When Times Are Bad Pt. 2
“The stock market is a battlefield. Always remember to survive in the game first. Only those that survive the battle can enjoy the spoils of…
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