by Manish Khatta | Jul 6, 2023 | Investment Management
There are many ways to invest your money in the public market to gain exposure to domestic companies, international organizations, or various asset classes like the ones determined by Morningstar. You can buy stocks, bonds, real estate—and that’s just the beginning....
by Dan Russo, CMT | May 25, 2023 | Advisors, Dan, Investment Management, Research
“Stick to the fundamentals. That’s how IBM and Hilton were built.” – Lou Mannheim, Wall Street The quote above is one of the key takeaways from the 1987 hit movie Wall Street. Lou Mannheim implores his young brokers to stick to the fundamentals after they pitch...
by Dan Russo, CMT | Apr 27, 2023 | Advisors, Dan, Investment Management
With ChatGPT all the rage for the past six months, I thought it was time for me to take it for a spin. First, let me begin by saying that I am not an early adopter of technology, but I am also not going to be one of the last. I guess you could call me a “fast...
by Dan Russo, CMT | Apr 13, 2023 | Advisors, Dan, Investment Management
As an investor in my personal account, prior to joining Potomac Fund Management, I found that I got myself into the most trouble when I developed some elaborate, macro narrative about why the market just HAD to move in a certain direction. I would usually sell myself...
by Dan Russo, CMT | Mar 23, 2023 | Dan, Investment Management, Manish
This year (2023) will mark the 15-year anniversary of the global financial crisis, which also ushered in the worst economic downturn in the U.S. since the Great Depression and one of the worst bear stock markets in recent history. Those who lived through that...
by Dan Russo, CMT | Feb 23, 2023 | Advisors, Investment Management, Manish, Research
Professional portfolio managers and financial advisors use a variety of analytical tools. Many of these tools are also available to individuals seeking to save for retirement, college education, and other common investment goals. Advanced technology provides a wealth...
