This week I read a lot about daily fantasy sports. There's also a nice article on active vs. passive management and "securities fraud on cyber steroids."
Category: The Market
This month we decided to increase our market exposure, here's why
This week we look at Blackrock's new millennial investment platform, Stash. We also look at the debt ceiling, along with holiday season trends and a glimpse into the world of politics.
The fiduciary vs. suitability standard debate rages on and Jeff and I have a few thoughts to share. I plan on writing up a longer post on this topic in the future but until then here is an email Jeff recently sent to a client with a few of my thoughts.
This week we increased our broad market exposure across all active models. Here, our Chief Portfolio Manager Dave Martin shares his thoughts.
This week we look at Volkswagen, bonds, and perhaps the dumbest thing I've read in a while. Also, what is changing between Amazon and Google.
This is a light week of reading due to labor day. As I type this up my wife is making homemade apple pies in preparation for an outdoor barbeque. This week hedge fund life imitates art, restaurants take a deep a dive into sauce development, more China, and hedge funds again.
This week we look at last week’s market, bond liquidity, and big trouble in little China.
Our portfolio manager Dave Martin provides a recap of our movements in the market this week. We are watching our indicators very carefully and staying defensive.