by Dan Russo, CMT | Mar 7, 2024 | Advisors, Dan, Investment Management, Research
“It’s Official: Passive Funds Overtake Active Funds.” In mid-January, I read the above headline, and a small part of me died inside. Okay, I am being a bit dramatic, but I was disappointed. In my opinion, this is a sign that most investors are content to be average. ...
by Dan Russo, CMT | Feb 1, 2024 | Advisors, Dan, Investment Management, Research
Unless you have been living under a real rock, the asset that some haters refer to as a “digital pet rock” achieved a major milestone to start 2024. I am talking about the approval of a Spot Bitcoin ETF. Followers of Bitcoin know that this is an event more than 10...
by Dan Russo, CMT | Jan 19, 2024 | Advisors, Dan, Investment Management, Research
The title of this article popped into my head as I was looking through my charts as the year came to an end. Readers of a certain vintage may recognize the work of Page and Plant (my father would be so proud of me for working this in here). However, this lyric came to...
by Dan Russo, CMT | Jan 4, 2024 | Advisors, Dan, Investment Management, Research
“You know, Dan, there are only seven stocks holding the market up this year.” I have heard some versions of this comment many times over the past six months. And with the S&P 500 on track to close the year up over 20% and the NASDAQ 100 on the verge of a ~50%...
by Dan Russo, CMT | Oct 20, 2023 | Advisors, Dan, Investment Management, Research
At various times, and in various media, over the course of the third quarter we have made reference to some version of the phrase “it’s all about bonds.” As we enter the fourth quarter, that still remains the case. But what does that mean? I am not...
by Dan Russo, CMT | Aug 10, 2023 | Advisors, Dan, Investment Management, Research
“Don’t Fight the Fed” is a rule that we have all heard numerous times in our careers. It is the rule for which Dr. Martin Zweig is most famous. However, Dr. Marty had 16 other rules that he developed in this illustrious tenure as a money manager. According to Mark...
