by Dan Russo, CMT | Oct 20, 2023 | Advisors, Dan, Investment Management, Research
At various times, and in various media, over the course of the third quarter we have made reference to some version of the phrase “it’s all about bonds.” As we enter the fourth quarter, that still remains the case. But what does that mean? I am not...
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 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 | Feb 23, 2023 | Advisors, Investment Management, Manish, Research
Professional portfolio managers and financial advisors use a variety of analytical tools. Many of these tools are also available to individuals seeking to save for retirement, college education, and other common investment goals. Advanced technology provides a wealth...
by Manish Khatta | Dec 15, 2022 | Investment Management, Manish, Research
Where do you get your financial news? Forbes? The Wall Street Journal? Bloomberg? Unfortunately, I can’t recommend any of these sources to investors looking for balanced reporting. They rely on hyperbole and hysteria whenever markets take even a slight dip. I’m not...
