Martin Fridson, CFA and Michael Livian, CFA
- Feb 15
- 4 min
Understanding the US Debt Ceiling
NEWS ALERT: U.S. Could Default as Soon as July if Debt-Ceiling Standoff Isn’t Resolved (The Wall Street Journal, February 15, 2023) What...
Martin Fridson, CFA
- Dec 8, 2022
- 3 min
Why Energy Stocks Decoupled from Crude Oil Price
Energy stocks (represented by the S&P 500’s Energy subindex) rose in the six months ending November 20, 2022, despite a massive drop in...
Martin Fridson, CFA
- Nov 8, 2022
- 3 min
A Good Entry Point for Income Investors
The Fed’s muscular effort to bring inflation under control has had repercussions across the investment spectrum. For example, one...
Martin Fridson, CFA and Michael Livian, CFA
- Sep 30, 2022
- 5 min
ESG vs. anti-ESG: BlackRock in the cross hairs
Critics of BlackRock are urging investors to avoid funds offered by the investment management firm, the world’s largest. This effort is...
Martin Fridson, CFA
- Sep 21, 2022
- 4 min
Why you should not listen to the doomsayers.
Every so often, on CNBC or in the Wall Street Journal, some investment luminary declares that it is time to get out of the market. The...
