Human emotions may drive stock market volatility, but sector correlations are the mathematical enablers of both sudden downdrafts and sleepy melt-ups. While sector performance doesn’t always sync up with how well…
Category: Blog
Bitcoin: Near-term Outlook
Bitcoin has been rallying in 2020, but every other large (+$5 billion market cap) crypto currency has actually done better: Bitcoin ($185 billion market cap): +41% YTDEthereum ($26 billion): +81%XRP…
Health Care Stocks: Go Small In 2020
Today we will review US Health Care stocks with an eye on 2 issues. The first relates to the US election’s effect on the group. Senator Sanders, who envisions remaking…
2019's Worst Stocks Barely Bounce. Why?
In mid-December 2019 we published a list of the 11 worst performing names in the S&P 500. The purpose of that exercise was twofold. First, buying the laggards at the end…
Cannabis ETFs: A “President Sanders” Hedge
Back in August, we answered a common question we receive about investing in the legal marijuana industry: “why aren’t there more US-listed exchange traded funds to choose from?” Our good friend…
QQQ: Too Much Of A Good Thing?
Our discussion of Tesla and index investing in yesterday’s Disruption section got us thinking more broadly about the QQQs, aka the Invesco ETF that tracks the NASDAQ 100. Here’s why: QQQ…