by Tyler Lovingood | Aug 8, 2024 | Dan, Research
The first known reference to “Russian Roulette” was in a classic novel published in 1840. Merriam-Webster defines the game as, “An act of bravado consisting of spinning the cylinder of a revolver loaded with one cartridge, pointing the muzzle at one’s own head,...
by Tyler Lovingood | Jul 11, 2024 | Research
What is Modern Portfolio Theory? Financial advisors typically start their initial investment conversation by determining the client’s comfort level with risk. Harry Markowitz, a Nobel Prize-winning economist, formed the most common method for determining the maximum...
by Tyler Lovingood | Jun 6, 2024 | Research
A legendary experiment in the early 1980s involved a group called the “Turtle Traders.” What started as a friendly debate between two successful traders turned into a challenge that aimed to settle this question: are great traders born with the skills, or can they be...
by Tyler Lovingood | May 2, 2024 | Research
When you hear the word “momentum,” the first thing that may pop into your mind is an F1 Car, or a running back diving across the goal line. Regardless of your personal visualization of the word, the principle remains the same: no one wants to lose momentum. When it...
by Tyler Lovingood | Apr 11, 2024 | Research
Buffer ETFs have gone from nonexistent to an over $27 billion (about $83 per person in the US) AUM product as of mid-2023. It started with Innovator, then First Trust, and now iShares is jumping into the mix. By using options, the ETFs construct a position that aims...
