A Millennial’s Advice to RIAs

“What’s better, Acorns or Betterment?” That’s the single question I hear most from my millennial aged friends and family. If you don’t know those names, they are “robo-advisors” – fintech powered …

Big Changes to Big ETFs

Ten days ago, the S&P committee that decides which stocks belongs to what industry groups made the largest changes to these designations in decades.For example, Facebook and Google are no …

Tesla: What Happens Next

We have covered the global auto industry since 1991, and Tesla’s surprise settlement with the Securities and Exchange Commission this weekend reminds us a lot of the 1992 General Motors …

Amazon vs. Apple – Who Wore It Better?

Apple and Amazon have a collective $2 trillion market capitalization. Apple has a small edge (for now) at $1.1 trillion to Amazon’s $0.98 trillion. Regular readers know we think that spread …

Google Says Dems Win House…

There is a broad expectation that Democrats will retake the House, an assumption based in part on voter turnout that exceeds the typical midterm US election. President Trump is a deeply …

Google Says Dems Win House

There is a broad expectation that Democrats will retake the House, an assumption based in part on voter turnout that exceeds the typical midterm US election. President Trump is a deeply …

Crypto Catch Up: Winter Is Here

We haven’t written about bitcoin and crypto currencies since late August, so here is an update: #1. There is little momentum in the 2 key indicators we watch to predict …

Expect A More Hawkish Fed

Ahead of this week’s Federal Reserve meeting and Chair Powell’s press conference on Wednesday, we want to update you on the latest moves in the Fed Funds Futures market. An easy …

How the Dow Made A New High

I majored in Near Eastern Archaeology, so I love ancient things and no financial topic is older than the Dow Jones Industrial Average, founded in 1896. The modern US Federal Reserve …