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...
Martin Fridson, CFA and Michael Livian, CFA
Sep 30, 20225 min read
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, 20224 min read
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...
Michael Livian
Sep 8, 20221 min read
Nothing Better Than a Great Day Out with Our Team
Nothing is better than a long, rejuvenating stroll in NYC (from the Little Island through the High Line) on a beautiful day! Perhaps,...