Market Update: Trading Profits, Bond Liquidity & Bubbles
This week we look at last week’s market, bond liquidity, and big trouble in little China.
Date: August, 2015
Tactical Moves Amid Market Volatility
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.
Categories:
Industry Ideas,
The Market
Insider Trading, Exotic Bonds & Millennials’ Homebuying
More insider trading, Facebook for cats, and unconstrained bond funds. Plus, a look at housing trends the past 20 years. Check out what we're reading this week.
Categories:
Industry Ideas
Reducing Equity Exposure Amid Market Volatility
Today the S&P 500 closed at a 2% loss. Between China, Greece, and the FOMC this has been an incredibly interesting year to be an investor. We want you to know how we are managing your money through this time and our portfolio manager, Dave Martin, shares his take on the market and your portfolios.
Categories:
Industry Ideas
Puerto Rico’s Bond Sale, Google’s Rebrand, and Financial Updates
Puerto Rican bonds are coming to a firm near you, Google is working at immortality and Edward Jones tries to make a few bucks. Here's what we're reading this week.
Categories:
Industry Ideas
Your Money
Notes on portfolio changes from the head of our investment committee Dave Martin
Categories:
Industry Ideas
Insider Trading, SoulCycle’s IPO, and Workplace Perks: Market Insights
I keep seeing articles about insider trading. Recently, in the Supreme Court’s ruling on Dirks they state that “Absent some personal gain, there has been no breach of duty to stockholders. And absent a breach by the insider, there is no derivative breach.” Which, I think, implies that as long as the insider doesn’t enjoy giving away secret, confidential information it’s ok.
Categories:
Industry Ideas