Three Reasons That Markets Correct
With some healthy volatility returning to the markets, I've seen lots of commentaries speculating on the reasons for this correction. I thought it would be helpful to remind everyone that there are exactly three reasons why markets correct...
Nudges and Espresso
A funny thing happened this morning on the way to Starbucks. After dropping off my daughter Zoe at school, I drove my son Henry down the street toward our usual coffee shop. "Doppio espresso, that's what I want," I thought to myself as I looked happily at the gentle gray overhead...
Bubble Charts and Big Media
I was very interested to see the folks at Visual Capitalist run a piece on big media stocks and how the industry has evolved. Their main infographic illustrated the relationship between the largest media names, with an emphasis on the impact of key mergers in the works such as between Disney and 21st Century Fox.
The Case for Bearish Engulfing Patterns
I regularly screen for candle patterns that would indicate short-term accumulation or distribution with individual stocks. I noticed one of the my three "bellwether" stocks pop up on the bearish list this week- Visa (V).
Millennials and the Markets
According to Blackrock, apparently millennials are excited to be participating in the equity markets through exposure to ETFs...
Reviewing the Leaders of 2017
Being a mindful investor means you learn from the past, focus on the present, and plan for the future. One way to learn from the past is to review the top and bottom performing stocks over a certain time period and think about what you got right and what you may have missed.
Demographics and Investment Horizons
Demographics have always been a fascinating investment topic for me. They present an interesting time dilemma in that the data is so long-term that it literally takes decades for themes to emerge and progress...
Concerned About Commodities
I'm seeing commodities and energy stocks reaching important resistance levels here, leading me to expect some sort of correction in the coming weeks...
Robots and Research
There is no doubt that automation and AI will continue to impact the financial industry in the coming years. But as I read about Wells Fargo using AI to rate stocks, three things came to mind that bring to light the benefits and the challenges of automating the research process...
A Crypto for Carrying On An Undertaking...
It's hard to ignore the bubble-like quality of cryptocurrencies. Now before you dismiss me as a crypto-hater, let me qualify this by saying I agree with Jack Ma's (and others') take that blockchain technology is indeed impressive with so many potential applications...
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