Michael Livian, CFA and Martin Fridson, CFA
- Aug 23
- 1 min
Why Now Is the Time to Stand By Bonds
In the ever-fluctuating world of finance, there's always an investment vehicle that stands out. Despite the recent wavering of...
Martin Fridson, CFA and Michael Livian, CFA
- Jul 24
- 4 min
6 Reasons Why the All-Clear Signal Might Be Premature for Regional Banks
Judging by the recent absence of scary headlines, one might conclude that the banking crisis touched off by Silicon Valley Bank’s March...
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...
