Don’t Fear Volatility, Embrace it.
Last week’s decline through Wednesday and sudden rebound on Thursday and Friday may be a mere sample of what’s to come. Investors needn’t be alarmed by the volatility, and should, instead, be prepared to take advantage of the opportunities presented....
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The New Nifty Five?
The tech heavy S&P 500 is almost back to breakeven for the year. This belies the tremendous bifurcation we are seeing in the market. The big may be big and getting bigger, but we don’t believe it will last forever....
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Investing in a “Wait and See” Economy
Equity investing is a long-term strategy, and a recession’s onset is unpredictable (and once it arrives, is short-lived). For those reasons, it remains as important today as always to adopt an equity-to-fixed allocation you can live with over multiple cycles. ...
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So You Think You’re Diversified?
Theoretically, the S&P 500 would be a good diversification tool if it owned equal amounts of each company. In practice, however, this is not the case as the S&P 500 is not an equal-weighted index. ...
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Apple’s Story is the Market’s Story
I have been repeatedly asked whether the market has reached its peak. But it is in looking more closely at Apple’s story that we can indeed see the reasons to have greater faith in the market’s ability to move even higher....
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