Are Structured Notes Right for Your Portfolio?
More and more, structured notes are finding their way into traditional portfolios as a way to augment traditional stock and […]
Private Credit: The New Cool Kid on the Block
You could say private credit has become the cool kid on the block with all the attention these days in […]
Trouble in EV Land? It Depends on Your Strategy.
Recently, and seemingly out of nowhere, the markets have turned sour on EVs. Remember all the auto makers stumbling over […]
That old bugaboo – deflation is back, at least in theory.
If you listen to Fed talk, inflation is still the biggest problem this economy faces. If you listen to the […]
Market Breadth, or Another Head Fake?
Over the past couple days, market breadth has been impressive, with the S&P 500 Equal Weighted Index up 3.3% vs. […]
Are Robots Coming for Portfolio Managers?
Two Saturdays ago, a Barron’s article addressed the use of artificial intelligence in managing investment portfolios and how soon human […]
What Dirty Rooms Tell Us About Future Hotel Margins
Hotel rooms are dirtier than ever, and many hotel operators are milking it for everything it’s worth. We were struck […]
Navigating in Times of Crisis
On Saturday, October 6th, we awoke to a true point of inflection as result of the horrible attack on Israel […]
Pricing Power is not Infinite
In difficult market environments, Consumer Staple (CS) stocks are assumed by most investors to be a safe haven. They are […]
Do Venture Convertibles Make Sense in Your Portfolio?
Venture investors willing to deploy capital in these uncertain markets may find opportunity in the convertible note space.Since May 2022, […]