Kari joins the Halftime traders as they give their top stocks to watch for the second half and discuss the most recent rally in Energy. Watch the first video on CNBC.com Watch the second video on CNBC.com
[VIEW FULL POST]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]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
[VIEW FULL POST]The recent Facebook “crisis” over user data is just the latest chapter in the long history of corporate crises. In this article, The Economist analyzes the impact of such crises on long-term shareholder value. Read the full article in The Economist
[VIEW FULL POST]Healthcare has been a great sector in which to invest for many years now. But as The Economist lays out in this article, there are factors in place that may change the source of those high returns, especially for some participants in the industry. Read the full article in The Economist
[VIEW FULL POST]Index funds are risky for a variety of reasons. Left to their own devices, investors in passive vehicles tend to underperform the market given their penchant to enter and exit equities at exactly the wrong time. Read Kari’s full article on CNBC.com
[VIEW FULL POST]Kudos to Maura Healey, whom I know and respect, for investigating how Facebook sold/offered/handed over or otherwise were convinced to share member data with a “company” or “researcher” with unclear and unexplained motives. Read the full article in The New York Times
[VIEW FULL POST]Active managers are holding fewer stocks and therefore, in a sense, becoming more active. The bigger bets on individual stocks should increase the dispersion of active manager performance. Read the full article in The Economist
[VIEW FULL POST]Excellent review of the struggle investors have between growth and high interest rates that curb earnings. Read the full article in The Wall Street Journal
[VIEW FULL POST]Steven Pinker’s latest book, “Enlightenment Now: The Case for Reason, Science, Humanism and Progress,” posits that the prevalence (and allure) of negative news undermines the amazing progress humanity is making. Nowhere is this more true than the public markets, where the most recent bout of volatility focused the minds of investors (and clients alike) more…
[VIEW FULL POST]
