- Steven Selengut
Do Stock Market Numbers Really Matter?
The last "all time high" in the S & P 500 (2,873) was struck just over six months ago, on January 26th. Since then, it has been down roughly 10% on three different occasions, with no shortage
- Vitaliy Katsenelson, CFA
Why My Firm Sold Short-Term Bond ETFs and Bought U.S. Treasury Bills
Recently my firm replaced all of our short-term bond exchange-traded funds with U.S. Treasury bills. The core motive for this decision was not to pick up a few points of extra yield,
Several years ago, while fielding questions at an AAII (American Association of Individual Investors) meeting in Northeast NJ, a comparison was made between a professionally directed
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Sep 13, 02:30 am
Do Stock Market Numbers Really Matter?
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Aug 22, 10:10 am
Why My Firm Sold Short-Term Bond ETFs and Bought U.S. Treasury Bills
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Aug 07, 20:20 pm
Income Investing Fantasyland: High Dividend Equity ETFs and Mutual Funds
- Steven Selengut
The "Great Recession" - Ten Years Later
I thought you might be interested in some thoughts about the investment climate around the time of the "great recession". You may find them disturbing, or enlightening, depending on where
- Vitaliy Katsenelson, CFA
How Investors Should Deal With The Overwhelming Problem Of Understanding The World Economy
“What the ---- do I do now?” This was the actual subject line of an e-mail I received that really summed up most of the correspondence I got in response to an article I published last summer.
- Vitaliy Katsenelson, CFA
Exxon Mobil Think Again
General Electric’s collapse should have served as a reminder that buying a company based solely on past reputation and dividend yield is a dangerous endeavor.
- Vitaliy Katsenelson, CFA
How Amazon could lose its health-care bid while drug distributor stocks win
Amazon.com has been one of the most innovative and disruptive companies of this century, with incredible success in areas that lie outside of what has been historically perceived as its core business (book selling).
- Vitaliy Katsenelson, CFA
My daughter Hannah had her bat mitzvah this Sunday.
It was one of the most important days of her life. For a Jewish girl it ranks somewhere close to getting married or having a firstborn.
- Vitaliy Katsenelson, CFA
Whatever Happened to the Invisible Hand of Capitalism?
When I was growing up in the Soviet Union, our local grocery store had two types of sugar: The cheap one was priced at 96 kopecks (Russian cents) a kilo and the expensive one at 104
- Vitaliy Katsenelson, CFA
These clues tell you if a company is making a dumb acquisition
As a shareholder, you do well to place more emphasis on risk than on reward. Corporate management usually does the opposite, and this is why most large acquisitions fail.
- Vitaliy Katsenelson, CFA
Downhill Racing Meets Value Investing
I wrote this article in May. Every time it was destined to be published in the pages of Institutional Investor, it got bumped by another, more timely one I had written. Finally, when a space opened
- Vitaliy Katsenelson, CFA
The Dangers of Dividend Obsession
“This is a very bad, incoherent piece.” I received this feedback from a reader concerning my recent article . I don’t expect everyone to agree with me, and I welcome negative feedback because
- Vitaliy Katsenelson, CFA
What Not to Buy in Today’s Stock Market
Dear reader, if you are overcome with fear of missing out on the next stock market move; if you feel like you have to own stocks no matter the cost; if you tell yourself, “Stocks are expensive, but I am a long-term investor”; then consider this article a public service announcement written just for you.
- Jack N. Singer, Ph.D.
Maintaining Client Trust: The Key To Building AUM
All financial professionals understand that maintaining trust among their clients, even when market conditions challenge their portfolio bottom line, is the key to maintaining and building AUM
- Vitaliy Katsenelson, CFA
The Pharma Stocks We’re Buying Now
A few weeks ago I explained why my firm is investing in pharmaceuticals stocks, despite the sector being a favorite punching bag of politicians. I noted that we have recently added to our