Short Squeezes: A Four-Factor Model
Anticipating and riding short squeezes has grown in popularity as an investment…
Can Argentina Recover? Emerging Market Lessons
With its riveting victory over France in the World Cup finals and…
2023 US Wealth Management Outlook: Tax Planning and Wealth Preservation
After a down year for financial markets, investors’ priorities have naturally shifted…
Machine Learning and FOMC Statements: What’s the Sentiment?
The US Federal Reserve began raising the federal funds rate in March…
The Debt Ceiling: A Nation Divided and Indebted Cannot Stand
“Exigencies are to be expected to occur, in the affairs of nations,…
Beyond Duration and Convexity: Eight Ways to Bond with Clients
After working with private clients for 27 years, I’ve done many non-traditional…
Have Central Bank Interventions Repriced Corporate Credit? Part 3
The Ongoing Influence of Fed Intervention The markets responded immediately when the…
DC Plan Sponsors: Seven Priorities for 2023
Defined contribution (DC) plans, among other retirement savings vehicles, are the most…
Equity and Bond Correlations: Higher Than Assumed?
Introduction Investing can seem like an endless cycle of booms and busts.…
Bitcoin Mining and Local Stock Market Performance Correlations
Crypto is an uncorrelated asset class, according to its proponents, and as…
