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...
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 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...
