The market is pricing in ‘widespread disaster’ that’s hard to see
All those cynics who, for years, have predicted the end of the longest bull market in history, have finally been correct. Click here to read my new piece on CNBC.com
[VIEW FULL POST]Category: Investors
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…
[VIEW FULL POST]Closing Bell – Karen Firestone
I recently called into Closing Bell on CNBC to discuss where I think the market can go from here. Watch the full video on LinkedIn.com
[VIEW FULL POST]HBR: How One CEO Prepared Her Organization for Her Retirement
“Last year I decided it was time to shake things up at our investment management company. After 12 years as president and then CEO, I thought it was time to shift some of my responsibilities to my partners.” In my most recent HBR post, I discuss the difficult process of preparing Aureus for an eventual CEO transition. Read…
[VIEW FULL POST]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
[VIEW FULL POST]The Economist: American tech giants are making life tough for startups
In this article The Economist details how the U.S. tech giants are making life difficult for start-ups. Read the full article in The Economist
[VIEW FULL POST]WSJ: Agree to Facebook’s Terms or Don’t Use It
If Facebook or Google test us – give us access to you or you can’t use our sites – what will happen and when will governments step in? Read the full article in The Wall Street Journal
[VIEW FULL POST]WSJ: Impatient Investors Get Caught in the ‘Return Gap’
This morning, the WSJ article had a piece similar to our most recent Investment Perspectives on market timing and the impact to investor returns. There is a lot of overlap between the two pieces but there are a few stats in the WSJ article that were interesting, particularly about which types of funds’ investors “market…
[VIEW FULL POST]The Economist: The average American is much better off now than four decades ago
Citing Census Bureau information, politicians and media pundits often claim that Americans are no better off than they were 30 years ago. However, as detailed in this Economist article, a new report by the Congressional Budget Office disputes this claim, painting a rosier picture of American prosperity. Read the full article in The Economist
[VIEW FULL POST]Stocks tumble on fears of trade war, rate hikes
Kari was featured on CNBC’s Closing Bell segment Friday afternoon on which she discussed the stock market winners and losers of the week. Watch the video on CNBC.com
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