SALT Conference: Bitcoin
Kari spoke at this year’s SALT Conference about Bitcoin with Anthony Scaramucci. Watch the full talk on YouTube.com
[VIEW FULL POST]Category: General
Op-ed: Investors parking money in Big Tech names should think twice
Tech giants peaked during the pandemic, but seemed to fall out of favor last September as vaccine development began to bear fruit and investors focused on “reopening” stocks. Read the full article on CNBC.com
[VIEW FULL POST]Op-ed: At some point, sky-high valuations will matter just like they did for the dot-com busts
It’s not often that celebrity home-buying sprees give me insights into the stock market. However, when I read last Friday about Ellen DeGeneres’ purchase of a $49 million house in Montecito, California, I realized that this behavior helped me understand the current exuberant state of the stock market. Read the full article on CNBC.com
[VIEW FULL POST]Op-ed: Companies that adapted to Covid-19 could be the winners after the vaccine as well
I knew the day was coming, even if an effective vaccine would be announced shortly (which it was), my most “normal” activity, playing tennis, was, again, going to succumb to Covid-19 protocols. The virus has been surging in my state, with daily cases up over tenfold compared to where they were in June. Finally, the…
[VIEW FULL POST]CNBC: Utilities aren’t the most exciting, but one stock is surging thanks to growth and ESG momentum
Kari was mentioned in this recent CNBC Pro article The utilities sector isn’t exactly known for exciting investors. These companies aren’t going to see their shares shoot up in a heartbeat, like some names in the high-flying technology sector. Nor are they household names that consumers know and love. Read the full article on CNBC.com
[VIEW FULL POST]CNBC: Breaking down the right time to buy the heavily discounted reopening stocks
Premiums and discounts are fascinating for investors. Nine months ago, you couldn’t give away a huge house in most suburban neighborhoods outside major U.S. cities. Now, those same houses sell at a huge premium to their 2019 prices, and penthouses on the 60th floor in Midtown Manhattan have slipped to a steep discount from their…
[VIEW FULL POST]Op-ed: Tech correction was a worthwhile test for the market, which now looks more reasonably valued
On the morning of Sept. 3, the market began to fall, led on the descent by the same technology stocks that had captained the gravity-defying charge upward since late March. Despite being bullish for months, my partners and I appraised the August surge more as a feeding frenzy than the thoughtful recalibration of improving valuations….
[VIEW FULL POST]Op-ed: Investors should watch how companies are retooling their sales efforts to meet coronavirus challenges
What seemed like a few decades ago, I mean in February, people used to occasionally ask “How’s business?” Despite usually responding, “Fine, thanks,” I would often think of the inquiry as two-part. One, and probably most important, was about our investment performance, but the other concerned our operations, particularly new business. Read the full article…
[VIEW FULL POST]SALT Talks: Independent RIAs from Aureus Asset Management, BRF & Boston Private
Recently, Kari spoke at SALT Talks, an ongoing series of digital interviews with the world’s foremost investors, creators and thinkers. Watch the full video on YouTube here
[VIEW FULL POST]CNBC Op-ed: The market comeback seems callous, but investors are betting on a bright post-crisis future
In a time of Covid-shaming, it’s difficult to publicly embrace a rising market that ignores increasing deaths, unfathomable unemployment, massive business failures, a possible 40% to 50% drop in economic activity this quarter and huge federal deficits. Read the full article on CNBC.com
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