by Dan Russo, CMT | Jul 17, 2024 | Advisors, Dan, Investment Management, Research
Despite my unfairly given nickname, “Doomsday Dan,” we have never been known to be part of the “this is going to end badly” crowd. You know these types, the doomsayers who are always bearish (as in, since 2009 always bearish). With each record high for the index or...
by Tyler Lovingood | Jul 11, 2024 | Advisors, Investment Management, Research
What is Modern Portfolio Theory? Financial advisors typically start their initial investment conversation by determining the client’s comfort level with risk. Harry Markowitz, a Nobel Prize-winning economist, formed the most common method for determining the maximum...
by Manish Khatta | Jun 20, 2024 | Advisors, Manish
There is a part of old Wall Street culture that is bombastic and bold. I would argue it’s still alive and well. It’s power suits, red Ferrari’s, and New York power lunches. It’s weekend trips to the Hamptons and summer trips to Europe. To quote a classic: However,...
by Tyler Lovingood | Jun 6, 2024 | Advisors, Investment Management, Research
A legendary experiment in the early 1980s involved a group called the “Turtle Traders.” What started as a friendly debate between two successful traders turned into a challenge that aimed to settle this question: are great traders born with the skills, or can they be...
by Martina Beda | May 23, 2024 | Advisors, Martina
Whether they’re effective or not, stock photos are still rampant in the contemporary marketing landscape. Let’s face it, there are only so many stock photos of the NYSE you can use on Professor Russo’s market commentary before they all start looking the same. So, we...
