by Dan Russo, CMT | Oct 10, 2024 | Advisors, Investment Management, Research
If I told you that in the third quarter of 2024, a presidential election year, the Republican nominee for the White House had not one but two attempts on his life, how would you expect the U.S. equity market to respond? If I told you that in the third quarter of 2024,...
by Tyler Lovingood | Oct 3, 2024 | Advisors, Investment Management, Research
Naturally, in times of high inflation, the Federal Reserve’s actions dominate media coverage, especially leading up to interest rate decisions. The federal funds rate rose from 0.25% in March 2022, to 5.5% in July of 2023, and stayed there for over a year. As of...
by Tyler Lovingood | Sep 12, 2024 | Advisors, Investment Management, Research
Whether it is a virus that shuts down the globe or a single-day decline in stocks of more than 20%, we must expect the unexpected. In both markets and life, it is remarkable how often the unlikely happens. Usually, these events are described as outliers, which happen...
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 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...
