Michael Livian, CFA and Martin Fridson, CFA
Aug 23, 20231 min read
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, 20234 min read
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, 20234 min read
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, 20223 min read
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, 20223 min read
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...
