by Dan Russo, CMT | Sep 7, 2023 | Advisors, Dan, Investment Management
We often hear Wall Street analysts and media pundits bemoan that a certain stock or index is extended. Intuitively, we know what that means; usually, it is that the stock or the index has moved up or down, substantially, in a very short period. Ultimately anyone who...
by Dan Russo, CMT | Aug 10, 2023 | Advisors, Dan, Investment Management, Research
“Don’t Fight the Fed” is a rule that we have all heard numerous times in our careers. It is the rule for which Dr. Martin Zweig is most famous. However, Dr. Marty had 16 other rules that he developed in this illustrious tenure as a money manager. According to Mark...
by Dan Russo, CMT | Jul 24, 2023 | Advisors, Dan, Investment Management, Research
No one knows for sure if the “times they are a-changin’,” but that Bob Dylan line came to mind when I looked at the chart below. It depicts the performance of the NASDAQ 100 index broken into candles that represent the first and second halves of the...
by Manish Khatta | Jul 6, 2023 | Investment Management
There are many ways to invest your money in the public market to gain exposure to domestic companies, international organizations, or various asset classes like the ones determined by Morningstar. You can buy stocks, bonds, real estate—and that’s just the beginning....
by Dan Russo, CMT | May 25, 2023 | Advisors, Dan, Investment Management, Research
“Stick to the fundamentals. That’s how IBM and Hilton were built.” – Lou Mannheim, Wall Street The quote above is one of the key takeaways from the 1987 hit movie Wall Street. Lou Mannheim implores his young brokers to stick to the fundamentals after they pitch...
by Dan Russo, CMT | Apr 27, 2023 | Advisors, Dan, Investment Management
With ChatGPT all the rage for the past six months, I thought it was time for me to take it for a spin. First, let me begin by saying that I am not an early adopter of technology, but I am also not going to be one of the last. I guess you could call me a “fast...
