Morningstar Investment Management: Are FAANGM Stocks Becoming a Buying Opportunity?
We haven’t been fond of U.S. technology stocks for a while now. But things have changed. Markets have experienced a significant shift in leadership.
Recent
Auour: Between A Rock And A Hard Place
Wars, high inflation and economic recessions that can test one’s resolve that the future could look anything like the past. But inflation is worst.
Alpha Vee: Get Risk Under Control
Using the right system for controlling risk can enhance returns while minimizing the volatility for the investor. But first you need clarity.
NovaPoint: The Moneyball Behind The Fed's Balance Sheet Pivot
Prior to the economic crisis sparked by the COVID pandemic, the Fed’s balance sheet size was just over $4 trillion. It's doubled since then.
AAMA: How Smaller Boutique Strategist Firms Can Give You An Edge
Investors that seek advice aren’t looking for an indexing strategy. They can get that themselves. They are seeking a partner in the process.
Morningstar Investment Management: The Dreaded "Triple R" And Other Secondary Effects Of War
We understand that excess returns could become available when the price of an asset diverges significantly from a reasonable assessment of fair value.
AAMA: The Big Picture
Ukraine, the Fed, inflation. Investors can feel how tightly wound the global economy is now, so we asked our resident economist to answer questions.