Is the Magnificent Seven All Investors Need?
Ah, the Magnificent Seven. No, this isn’t a music review of 1980’s hit song by U.K. band The Clash, but rather a different perspective on…
Investing
Quarterly Market Update: A Review of the First Quarter of 2024
2024 began with signs of cautious optimism: markets hit record levels, yet those same all-time highs became cause for concern. Other market observers suggest it’s…
The Underperformance of Value: Is This Time Different?
In the realm of finance, few strategies have garnered as much acclaim as value investing. Documented by Nobel laureate Eugene Fama and his colleague Ken…
Alternative Investments: Oasis or Mirage?
In the financial landscape, alternative investments such as private credit, private equity, venture capital, and hedge funds have garnered media attention as institutional investors intensify…
The Trouble With AI-Powered Investing
This month, IBM made headlines on news that customer demand for its artificial intelligence (AI) technology pushed profits above analyst expectations, boosting its stock price…