In many spheres, such as politics, media and entertainment, women have made considerable progress in reaching executive leadership positions, achieving higher pay, and building new enterprises. But this ascent hasn’t been achieved everywhere. In my own industry, investing, progress has been painfully slow. Read the full article in The Harvard Business Review
[VIEW FULL POST]Written by Kari Firestone On the anniversary of the Crash low on March 6, 2009, at 666 for the S&P 500, I want to commemorate that day both for the reverberating trauma it caused, but, more importantly, for what came after. Honestly, I feel enormous luck and gratitude that our company, Aureus, hung in there,…
[VIEW FULL POST]This article was written by Karen Firestone and appears in the most recent issue of Barron’s. A few years ago, I was invited to appear on CNBC as a commentator for shows like Squawk Box and Half Time Report. Then, in 2018, I began to sense a shift. Producers began to actively recruit women for…
[VIEW FULL POST]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]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]This WSJ article discusses how a tight labor market is forcing employers to offer new forms of benefits to lure prospective workers and retain current ones. While the seeming lack of wage growth has perplexed the market, the growth of traditional and non-traditional employee benefits often understate the extent of wage growth in today’s market….
[VIEW FULL POST]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]The many problems with GE’s financial reporting has made it difficult for both managers and investors of GE alike to assess the health of the conglomerate. At Aureus, we feel it’s important provide clear and concise client reporting so that both ourselves and our clients are able to properly assess their current financial situation and have the necessary…
[VIEW FULL POST]Kari offers her recent views on the market in an article she published for CNBC. She highlights the importance of cynicism in a rising market to protect clients from permanent loss of capital. Read the full article on CNBC.com
[VIEW FULL POST]This article from The Economist lays out the reasons for and potential fall-out from MiFID2. If the new regulation ultimately results in fewer sell-side analysts covering stocks, it should increase the opportunity set of mis-priced securities for those who continue to pursue active investing, such as ourselves. Read the full article in The Economist
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