by Tyler Lovingood | Aug 8, 2024 | Advisors, Dan, Investment Management, Research
The first known reference to “Russian Roulette” was in a classic novel published in 1840. Merriam-Webster defines the game as, “An act of bravado consisting of spinning the cylinder of a revolver loaded with one cartridge, pointing the muzzle at one’s own head,...
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 Dan Russo, CMT | Apr 18, 2024 | Advisors, Dan, Investment Management, Research
It is not easy, being the odd person out. It wasn’t easy when we were in grade and high school, it is not easy as adults, and it is certainly not easy in this business. It’s funny though, different is what most everyone will tell you they want. Oscar Wilde implores us...
by Dan Russo, CMT | Mar 7, 2024 | Advisors, Dan, Investment Management, Research
“It’s Official: Passive Funds Overtake Active Funds.” In mid-January, I read the above headline, and a small part of me died inside. Okay, I am being a bit dramatic, but I was disappointed. In my opinion, this is a sign that most investors are content to be average. ...
by Dan Russo, CMT | Feb 1, 2024 | Advisors, Dan, Investment Management, Research
Unless you have been living under a real rock, the asset that some haters refer to as a “digital pet rock” achieved a major milestone to start 2024. I am talking about the approval of a Spot Bitcoin ETF. Followers of Bitcoin know that this is an event more than 10...
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...
