Mar 8, 20223 min read
Why we are not "buying the dip"
The trifecta of inflation, higher interest rates, and the War against Ukraine has pushed the US equity market into a correction (a...
Mar 13, 20206 min read
Keeping Calm During a Panic Selloff (FAQs)
What is causing the market volatility? Following a remarkable rise in stock prices up until February 19, the rapid spread of a new...
Sep 5, 20192 min read
You’ve Got to Ac-Cen-Thu-Ate the Positive (*)
Longstanding baseball fans fondly remember Hall of Fame pitcher Phil Niekro. The great knuckleballer had a strong motivation for making...
Jul 12, 20191 min read
Avoid "Cliches" Like the Plague
Bloomberg Opinion contributor Barry Ritholtz recently tweeted about his dislike of financial clichés that reflect badly on the speaker...
Apr 29, 20193 min read
Healthcare: from Hero to Zero?
Politics and profit taking are souring the sentiment towards the healthcare sector Drug transparency legislation is unlikely to affect...
Apr 12, 20191 min read
Investing for the Long-Term: Here is Why
Investors are frequently reminded that they should only invest “long-term”. The natural question that arises is: why? If you, like us,...
Feb 26, 20191 min read
Behind the Markets - Podcast (Interview with Martin Fridson)
On February 22, 2019, Martin Fridson was interviewed by Jeremy Schwartz on the podcast "Behind the Markets" (Wharton Business Radio)....
Feb 7, 20193 min read
Cash is (almost) King!
Cash is back in style. Money-market funds saw their assets grow by $2 billion in between year-end and January 17, 2019 according to...
Jan 31, 20191 min read
Landlord or Tenant?
The sharp market sell-off at the end of 2018 and equally remarkable rebound in January 2019 may be very confusing. Are we heading towards...
