by Dan Russo, CMT | Jan 19, 2024 | Advisors, Dan, Investment Management, Research
The title of this article popped into my head as I was looking through my charts as the year came to an end. Readers of a certain vintage may recognize the work of Page and Plant (my father would be so proud of me for working this in here). However, this lyric came to...
by Christopher Norton | Jan 12, 2024 | Advisors, Christopher
On November 9th of last year, I published a blog titled “Kill Your Darlings” in reference to a talk I gave at Potomac’s Remix Conference–which signaled the end to many of the fan-favorite components of our marketing. In a matter of weeks, we announced the return of...
by Dan Russo, CMT | Jan 4, 2024 | Advisors, Dan, Investment Management, Research
“You know, Dan, there are only seven stocks holding the market up this year.” I have heard some versions of this comment many times over the past six months. And with the S&P 500 on track to close the year up over 20% and the NASDAQ 100 on the verge of a ~50%...
by Dan Russo, CMT | Dec 7, 2023 | Advisors, Dan
As we move through the holiday season at a pace that could pass for an F1 race, I want to step away from the charts and the markets to highlight the blessings in my life for which I am truly thankful. My wife, Dara: She is literally the glue that keeps everything...
by Christopher Norton | Nov 9, 2023 | Advisors, Christopher
Last month I had the pleasure of speaking at Potomac’s Remix Conference in Omaha, in front of roughly fifty advisors and about a dozen partners. I wouldn’t accuse it of being a planned talk, one of our guest speakers (through no fault of her own) wasn’t able to make...
by Dan Russo, CMT | Nov 2, 2023 | Advisors, Dan, Investment Management
Last month, we discussed the third year of the Presidential Cycle, and 2023 was playing out as a perfectly normal year from a seasonal perspective. As we move into November, that remains the case. The market has continued to be choppy, frustrating both the bulls and...
