Michael Livian, CFA and Martin Fridson, CFA
- Jul 26
- 1 min
Why We Are Ready to Say Goodbye to Gold
Gold is viewed by many as one of the main hedges against inflation. With the Consumer Price Index up 9.1% year-over-year in June and gold...
Martin Fridson, CFA and Michael Livian, CFA
- Jun 16
- 3 min
What to Expect during a Bear Market
The stock market officially entered bear market territory on Monday, June 13, according to the conventional definition of a 20% decline...
Michael Livian, CFA and Martin Fridson, CFA
- Jun 12
- 4 min
How to Navigate a Bear Market
The conventional definition of a bear market is a drop of 20% from its peak. Therefore, even though the S&P 500 is down by 18.6% since...
Martin Fridson, CFA and Michael Livian, CFA
- Apr 26
- 1 min
Why the credit markets are not pointing to a recession
In this 10 minutes clip of a webinar hosted by David Rosenberg's Rosenberg Research, Marty Fridson discussed how the credit markets,...
Michael Livian, CFA and Martin Fridson, CFA
- Mar 28
- 4 min
What a Yield Curve Inversion Really Means
The changing relationship between short- and long-maturity U.S. Treasury bond yields is once again a hot topic. As the yield curve...
