

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 and Michael Livian, CFA
Feb 15, 20234 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
Dec 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
Nov 8, 20223 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 and Michael Livian, CFA
Sep 30, 20225 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...
Martin Fridson, CFA
Sep 21, 20224 min read
















