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Insights and Research
Stock Market
What To Do About Inversions
April 3, 2022
Elisabetta Basilico, PhD, CFA and Preston McSwain
It is not easy and requires a lot of active discipline and fortitude.
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Should We Be Tactical?
December 20, 2021
Elisabetta Basilico, PhD, CFA and Preston McSwain
We should be open and humble about our tactical ability to add value.
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It’s All Greek to Me
November 11, 2021
Preston McSwain
Let’s just admit it. Even though we throw around Greek like we grew up in Athens, many in the business don’t always fully track what is being discussed.
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Don’t Put Yourself in a Corner
November 2, 2020
Joachim Klement, CFA and Preston McSwain
Have A Margin of Certainty “If you are a smart and experienced investor you know there is always a ‘but’ somewhere.” – Joachim Klement, CFA “You
[…]
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Why We Don’t Make Forecasts
April 4, 2018
Preston McSwain
How many times did the Wall Street consensus predict a market drop? "A spectacular zero."
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The Normal
March 25, 2018
Preston McSwain
Normal is the market going up and down in a manner that can be unnerving over short-term periods.
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