Research
Research
Buy The Dip Until…
[vc_row][vc_column][vc_column_text] The phrase, "Buy The Dip" (#BTD) is so well known to the active money management community that it likely shows up in abbreviated form on someone's personalized license plates. Further emphasis is used at times as well in #BTFD (use...
Have I Made You A Believer?
Four. Maybe five. Four, maybe five financial newsletters or articles published in financial news outlets in the past week alone fretting about small caps not participating with the broader markets. It is as if we should be ashamed of the gains we've been able to...
The Evolution Of Process
Evolutionary biology is a historical discipline: large evolutionary changes take place over long time‐scales and thus cannot be studied directly. One of the most important tools in the arsenal of scientists studying the evolutionary past is phylogenetic comparative...
Semiconductor Breakout Alert
A group of stocks traders and investors alike tend to keep a close eye on is that of semiconductors. Their widespread use in all industries and the companies that manufacture and test them are considered to be barometers of the health of the overall economy. Yesterday...
A Simple Ratio May Hold The Key
Now that the first half of 2019 is in the books, we can look back historically at how the SPX has performed in the second half of a year in which equities got off to a roaring start. This morning the Wall Street Journal ran an article detailing historical performance...
Picking Up CRSP Calls On The Cheap
Welcome to July. I rarely participate from the long side on bullish days like the one we had today, but I wanted to pitch you an idea. Get out some spare change ready or better yet, make one less trip down to the local fireworks stand buy a few CRSP calls for July or...
Research
Research
Buy The Dip Until…
[vc_row][vc_column][vc_column_text] The phrase, "Buy The Dip" (#BTD) is so well known to the active money management community that it likely shows up in abbreviated form on someone's personalized license plates. Further emphasis is used at times as well in #BTFD (use...
Have I Made You A Believer?
Four. Maybe five. Four, maybe five financial newsletters or articles published in financial news outlets in the past week alone fretting about small caps not participating with the broader markets. It is as if we should be ashamed of the gains we've been able to...
The Evolution Of Process
Evolutionary biology is a historical discipline: large evolutionary changes take place over long time‐scales and thus cannot be studied directly. One of the most important tools in the arsenal of scientists studying the evolutionary past is phylogenetic comparative...
Semiconductor Breakout Alert
A group of stocks traders and investors alike tend to keep a close eye on is that of semiconductors. Their widespread use in all industries and the companies that manufacture and test them are considered to be barometers of the health of the overall economy. Yesterday...
A Simple Ratio May Hold The Key
Now that the first half of 2019 is in the books, we can look back historically at how the SPX has performed in the second half of a year in which equities got off to a roaring start. This morning the Wall Street Journal ran an article detailing historical performance...
Picking Up CRSP Calls On The Cheap
Welcome to July. I rarely participate from the long side on bullish days like the one we had today, but I wanted to pitch you an idea. Get out some spare change ready or better yet, make one less trip down to the local fireworks stand buy a few CRSP calls for July or...