

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


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,...
Michael Livian
Sep 8, 20221 min read


In Case You Missed It ...
Last week we received a lot of prominent media attention in response to research published by our partner Martin Fridson on the recent...
Martin Fridson, CFA and Michael Livian, CFA
Aug 24, 20222 min read


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...
Michael Livian, CFA and Martin Fridson, CFA
Jul 26, 20221 min read


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...
Martin Fridson, CFA and Michael Livian, CFA
Jun 16, 20223 min read
















