CNBC: A theory on who’s doing all the buying that’s pushing stocks higher and higher
With stocks at record highs, the obvious question is who is doing all this buying? Read my full article on CNBC.com
[VIEW FULL POST]Category: General
CNBC: Value is beating growth only because of the way Apple is classified
Kari Firestone recently wrote a piece for CNBC on the divergence between growth and value due to how certain stocks are classified. Read the full piece on CNBC.com
[VIEW FULL POST]NYT: Want a Bigger Say on Corporate Behavior? Move Your Money
Millions of people have a stake in corporate America through mutual funds. But you may be surprised by how those funds are voting on your behalf. Read the full article in The New York Times
[VIEW FULL POST]Barron’s: Master Stockpicker Peter Lynch: If You Only Invest in an Index, You’ll Never Beat It
Barron’s recently published an excellent article on Peter Lynch’s investment style and how he has influenced the many stock pickers that came after him. I began my career under Peter and the takeaways from my time there still influence Aureus’ investment philosophy today. Read the full article in Barrons.com
[VIEW FULL POST]Aureus Ranked #25 On Forbes Top 100 Registered Investment Advisors (RIAs) Of 2019 By Assets
Aureus was recently informed that we were ranked #25 on Forbes’ most recent list of top RIAs by AUM. The RIA Channel is an independent RIA database firm that sourced data from the SEC using quantitative and qualitative methodologies. We are honored to make the list and believe this is a testament to the excellent…
[VIEW FULL POST]CNBC: Post-Thanksgiving investment decisions present a choice between this year’s winners and losers
This year’s winners may not be leading the market next year. Of the 50 top S&P 500 performers in 2018, only three were on the same list for 2017, and only four have remained on the 2019 top winners’ list. Read my full article on CNBC.com
[VIEW FULL POST]HBR: How Investors Have Reacted to the Business Roundtable Statement
When the U.S. Business Roundtable announced that it was redefining the purpose of a corporation to accommodate a broader group of stakeholders – extending beyond shareholders to include employees, customers, suppliers and communities – the stock market didn’t seem to react. I saw no thick reports from market strategists detailing how these new principles would affect company…
[VIEW FULL POST]CNBC: The dilemmas for investors that come with socially-responsible investing
Come on, Amazon, do we really need another headache? I’m not talking about you missing third quarter earnings last week. I’m talking about the article in the Wall Street capitalist-defending-Journal (not the New Yorker). Read my full article on CNBC.com
[VIEW FULL POST]CNBC: Consumers may have carried markets as far as they can
Consumer staples and discretionary stocks sell at a premium multiple to the market, but how long can consumers carry the economy and the market? Read the full article on CNBC.com
[VIEW FULL POST]CNBC: Here’s why this week’s rotation from winners to losers won’t last
If you’ve recently watched sixty seconds on any financial news network or read the business section of any publication, you’ve now heard about the vicious “rotation” occurring this week in the stock market, from growth to value, momentum to cyclical, or any other two dissimilar groups that would suggest an intentional trade by millions of…
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