Short Squeezes: A Four-Factor Model
uttu Anticipating and riding short squeezes has grown in popularity as an investment tactic in recent years. The GameStop…
Investment
Can Argentina Recover? Emerging Market Lessons
With its riveting victory over France in the World Cup finals and the heroics of its all-time great…
2023 US Wealth Management Outlook: Tax Planning and Wealth Preservation
After a down year for financial markets, investors’ priorities have naturally shifted from growing their assets to preserving…
Machine Learning and FOMC Statements: What’s the Sentiment?
The US Federal Reserve began raising the federal funds rate in March 2022. Since then, almost all asset…
The Debt Ceiling: A Nation Divided and Indebted Cannot Stand
“Exigencies are to be expected to occur, in the affairs of nations, in which there will be a…
Beyond Duration and Convexity: Eight Ways to Bond with Clients
After working with private clients for 27 years, I’ve done many non-traditional things beyond offering them investment advice.…
Have Central Bank Interventions Repriced Corporate Credit? Part 3
The Ongoing Influence of Fed Intervention The markets responded immediately when the US Federal Reserve announced it would…
DC Plan Sponsors: Seven Priorities for 2023
Defined contribution (DC) plans, among other retirement savings vehicles, are the most common ways that US workers save…
Equity and Bond Correlations: Higher Than Assumed?
Introduction Investing can seem like an endless cycle of booms and busts. The markets and instruments may change…
Bitcoin Mining and Local Stock Market Performance Correlations
Crypto is an uncorrelated asset class, according to its proponents, and as such ought to contribute to portfolio…