Category: Investing

NYT: After a Market Swoon, Investors Are Seeking Safety

While the stock market has shocked us back to the reality that markets don’t just go up all the time, we have seen the logical buying of very oversold stocks and improvement of international markets that hit extremely low valuations compared to the US.  That’s all generally good news for orderly markets. Read the full…

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CNBC: Halftime Report

Kari appeared via video link on Halftime Report this week to discuss the recent selloff. Watch the full video on CNBC.com

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Digital darling stocks are not necessarily riskier than blue chip names despite their reputation

One of the favorite pastimes of market watchers is predicting the next seismic shift in investor preference. The latest trendy forecast goes something like this: We’ve had a major pivot from the digital darling FAANG stocks to the rejuvenated “Blue Chips” of 2018. However, finding evidence of this type of leadership swap in history is far from…

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WSJ: The New Business Banker: A Private-Equity Firm

One of the reasons that “official” interest rates are staying low is that the shadow lending economy has so much available cash to finance deals that traditional banks won’t.  PE firms are big players in the game now too. Read the full article in The Wall Street Journal

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WSJ: Business-Loan Drought Ends for Banks

This WSJ article highlights the acceleration in U.S. bank lending, which had curiously slowed the last couple of years despite solid economic fundamentals. Reasons for the deceleration included political uncertainty leading up to and after the Presidential election, as well as uncertainty regarding healthcare and tax reform. Now with some more clarity around these issues…

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NYT: A Drug Costs $272,000 a Year. Not So Fast, Says New York State.

It’s time for courts to weigh in on the issue of drug pricing.  As an investor, we want drug companies to earn a strong return on their investment – but using the “value of a life” thesis to justify price is too arbitrary as that might be infinite. Read the full article in The New…

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