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Should Investors Fear Margin Debt?

February 23, 2017

SYNOPSIS • The margin debt story is viewed by some as a predictive indicator for a future equity market crash. • Margin debt can exacerbate a sell-off, but there is no statistical evidence that margin debt levels can predict an equity market decline. • Although the use of margin debt is never recommended for individual…

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The Hot IPO of 2017

February 10, 2017

SYNOPSIS • This year is slated to be a big one for Initial Public Offerings (IPOs), which is the process where private companies sell their stock to the public for the first time. • The IPO process is one where the biggest investors get access to the best deals, which leaves very little chance for…

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Fun Facts for 2017

February 3, 2017

SYNOPSIS • Think about how much the world has changed over the last half century. • In the spirit of the New Year, here are 17 fun facts for 2017. • Hopefully these facts will make us all feel a little smarter. (418) – Fun Facts for 2017

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The Astrology of Investing

January 13, 2017

SYNOPSIS • The media has coined the phrase “Dow 20K” to represent the Dow Jones Industrial Average index hovering around the 20,000 level. • The media has a long history of designating major milestones in stock indexes and then running countless hours of coverage surrounding the event. • Bulls and bears have differing opinions, and…

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What’s The Forecast for Stocks This Year?

January 13, 2017

SYNOPSIS • The New Year is the time when Wall Street strategists attempt to answer the number one question on the minds of investors. • Markets move on events, not calendars, and equities are far too volatile to conduct an annual forecast with any level of statistical accuracy over such a short time horizon. •…

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Will We See a Santa Clause Rally?

December 16, 2016

SYNOPSIS • A “Santa Claus rally” is the phenomenon of equity markets trending upward during late December. • Tax planning, holiday bonuses, and buying in anticipation of a rise in stock prices during the month of January are just a few theories behind these rallies. • There are an infinite number of reasons why stocks…

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Would Cash Repatriation Help Boost The Economy?

December 16, 2016

SYNOPSIS • Cash repatriation has garnered significant attention throughout the presidential election, and investors want to know why. • Congress’s Joint Committee on Taxation estimates that U.S. companies are holding over $2.5 trillion in cash overseas. • Changes to the corporate tax code to allow companies to repatriate cash at a significantly lower rate would…

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Three Companies Tell a Cautionary Tale

December 5, 2016

SYNOPSIS • Three firms have consistently made headlines over the past few years who are changing the landscape of global financial markets. • Their successes combine to tell a cautionary tale to those who want to day trade stocks. • Getting in the middle of professional traders competing against each other presents next to no…

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Five Question Answered

December 5, 2016

SYNOPSIS • Investors are anxious to understand the reaction in global financial markets to the outcome of the presidential election. • More specifically, they want to know why conservative and income-focused portfolios have failed to keep up with the broader equity market. • Much of the volatility has been fueled on emotional moves by traders…

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It’s Finally Over

November 11, 2016

• After two years of nonstop media coverage and candidates shamelessly bashing each other, the campaigning has come to an end. • Politics can impact the short-term movements in markets but almost never have any impact on the long-term direction of an economy and asset prices. • Policy is what matters to the fundamentals, but…

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