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]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]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]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]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…
[VIEW FULL POST]Written by Kari Firestone We all know, deep down, that there is no “free lunch.” The most obvious case of this are the lunches that all buy side investors are invited to featuring the management of companies that are going public or already public. If you are not a client of the hosting firm, you…
[VIEW FULL POST]We all make mistakes–we’re human, after all. But, what happens when we ignore the mistakes our coworkers and the people who work for and with us make? Read the full article in Inc. Magazine
[VIEW FULL POST]The countries who have tended to focus on their protectionism – US, England, several European countries, definitely not China – seem to be the ones where there is a fear, real or induced by politicians, that the working class is losing out because of globalization. This fear is either due to “foreigners” that are taking…
[VIEW FULL POST]Vanguard, the non-profit financial giant that single-handedly revolutionized the investment management world, reportedly wants to join the private equity party train. Is this another market that it intends to overhaul by passively managing and micro-pricing index fund offerings to the masses, or is Vanguard worried about missing a possibly overheated market that its clients find sexier than…
[VIEW FULL POST]In her latest post for CNBC, Kari touches on what professional investors do in market selloffs. Read the full post on CNBC.com
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