Riskalyze Report: Lightening up on tech winners – but not Apple!

My friends at Riskalyze share the stocks and funds that advisors all over the country have used in their clients’ accounts each week. This data has been aggregated from across the client accounts of the thousands of advisors who use the software. Most of it comes directly through the third-party custodians where advisors’ assets are held. I hope we…

“Buy Europe”

“If there’s one thing I learned from George—and it made me a better money manager—it’s not whether you’re right or wrong; it’s how much money you make when you’re right and how much you lose when you’re wrong.” – Stanley Druckenmiller on his mentor, George Soros Barron’s is out with a big “Buy Europe” piece…

The Wall Street-ization of Everything: Airline Edition

Tim Wu at the New Yorker: This fall, JetBlue airline finally threw in the towel. For years, the company was among the last holdouts in the face of an industry trend toward smaller seats, higher fees, and other forms of unpleasantness. JetBlue distinguished itself by providing decent, fee-free service for everyone, an approach that seemed…

Tell me more of your economic theories.

Tell me more of your theories about Chinese GDP growth and it’s impact on stock prices… January 2014: April 2014: October 2014: Chinese stock market, 2014: More macro economic theories please, keep ’em coming.

The Most Hated Rally Ever That Everyone Loves

A gigantic statistic surfaced this weekend about fund flows this past week, which shattered every weekly record on the books: Investors in U.S.-based funds poured $36.5 billion into stock funds in the latest weekly period, marking the biggest inflows on record as U.S. stocks surged to record highs, data from Thomson Reuters Lipper service showed…

January seasonals after a good year

Savita Subramanian reminds investors that Januarys are a seasonally strong month – especially after the prior year. January is seasonally strong, especially after a strong year Since 1929, January has been one of the seasonally strongest months for the S&P 500, with average and median price returns of +1.3%/+1.6% vs. average/median returns of +0.6%/+0.9% for all months…