As you can see in the chart below, earnings season is upon us. While 31 companies have already reported, a full 421 companies report in the next three weeks, leaving…
…just couldn’t get diversified enough with such a small allocation. To complement our ETF core, we now use mutual funds that have specific exposures to factors like value and momentum.…
…article talking about multinational companies a few months ago and used Nestle as my example company. It was only as I reread today’s post that I realized I’ve used confection…
…comfortable with the risks. While I am comfortable investing in these strategies for clients, we think it’s best done on a limited basis and the strategies don’t quite pass the…
…the committee on financial markets is enormous. The committee meets 8 times a year and their statements are regularly the tastiest fodder for market commentary, financial news coverage and best…
A little before my time, comedian George Carlin did a bit called ‘seven dirty words’ that were unsuitable for television. Although the words are fairly commonplace now, I’m glad that…
…Lower oil prices are affecting nearly all companies throughout the supply chain from upstream producers who pull out hydrocarbons to downstream infrastructure and service companies. Right now, markets are waiting…
…US company buys a foreign company and moves their headquarters overseas to avoid US taxes) caused pharmaceutical giant AbbVie (formerly part of Abbott Labs) to back away from their $54…
…Louis index compared to our old friends size, value, momentum and quality. It turns out that the St. Louis index has a statistically significant relationship to all of the factors:…
…of data (about 1,000 companies that didn’t last a year), the average return was -9.0 percent. The median return was -0.7 percent, which tells you that some mega returns skew…
