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2015 U.S. Economic and Market Outlook – Right Down Main Street

There are few original ideas in the investment world, but it pays to quickly latch onto good ones, so we’re going to endorse the latest thinking from Michael Hartnett, chief investment strategist at Bank of America. Hartnett says 2015 will be about “buying Main Street and selling Wall Street.” We like the idea that middle-class… Continue reading →

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Activist investors’ impact

Company shakeups spurred by shareholder activism appear to be a growing trend. With this in mind, I offer insight on why activist investing might be taking off and — as this trend gains strength — outline if such movements will push companies too far. Click on the podcast above to hear more.

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The biggest industry shake-ups of 2014

CEO and top executive shake-ups at large corporations is always something that we keep an eye on. Whether it’s a dark horse candidate taking the helm, or an industry veteran heading out, these changes can be meaningful for the future of the company, and impactful from an investors’ standpoint. For example, let’s rewind to 2011… Continue reading →

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Should ISIS and Ebola be a concern for investors?

During my latest Fox Business “After the Bell” segment, I discussed third-quarter results and outlook for specific stocks. In addition, I weighed in on recent global and national concerns. I offered that while ISIS and Ebola are outside the realm of investment news, the market will react accordingly. Click on the pictures below to view… Continue reading →

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High frequency trading and the markets (Podcast)

High frequency trading (HFT) has been receiving a lot of attention, particularly after the release of Michael Lewis’ book, Flash Boys, which has renewed some fundamental disagreements over how it impacts the markets and investors. We decided to address the topic and offer our viewpoint in a recorded podcast with our Chief Investment Officer Charlie… Continue reading →

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