by Dan Russo, CMT | Jul 17, 2024 | Dan, Research
Despite my unfairly given nickname, “Doomsday Dan,” we have never been known to be part of the “this is going to end badly” crowd. You know these types, the doomsayers who are always bearish (as in, since 2009 always bearish). With each record high for the index or...
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 Dan Russo, CMT | Apr 18, 2024 | Dan, Research
It is not easy, being the odd person out. It wasn’t easy when we were in grade and high school, it is not easy as adults, and it is certainly not easy in this business. It’s funny though, different is what most everyone will tell you they want. Oscar Wilde implores us...
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...
