June 7, 2021 Financial Perspectives
Category: Investing » Alternative Investments
It’s summertime and we have two summer’s worth of movies to look forward to after 2020’s reduced calendar. AMC, a company that runs movie theaters has seen their stock value go way up in the past few weeks. Is this about great movies or something else?
This week Kent Kramer talks about two different valuation theories: Firm Foundation Theory and Castle-in-the-air Theory.
April 12, 2021 Financial Perspectives
Category: Investing » Factors / Premiums
One of my favorite comedians has always been Steve Martin. One of his funnier routines was “let’s get small.” Lately small company stocks have been outperforming their large company counterparts and it’s hard not to notice. What is a small company and why the outperformance recently?
March 22, 2021 Financial Perspectives
Many indicators say the US and global economy are growing at rates faster than expected. Most of this is welcome news given the past 12 months. But is there a danger the economy could overheat? Inflation continues to be on the minds of some, should it be on yours as well?
It’s Worth the Trip!
We had completed our hike successfully, and the challenges made it more memorable and satisfying. The same is true for all of us as investors.
March 8, 2021 Financial Perspectives
In 2020 interest rates hit an all-time low, and now interest rates are on the move again. It seems like investors are taking notice. This week, Matt Moklestad looks at interest rates, bonds, and inflation expectations.
Do Small Company Stocks Like New Presidents?
Category: Investing » Factors / Premiums
In the three months since Joe Biden was elected President of the United States, small company stocks have risen more than 30%. Four years ago, Donald Trump was elected President of the United States and small company stocks went up almost 20% in the twenty-six days surrounding the election, from November 3rd to December 9th. Do small company stock investors just like new Presidents?
February 22, 2021 Financial Perspectives
Every week it seems there is a new story about which investment, which “trade”, is making amazing money. Each new story brings a sense of urgency, act quickly before it’s too late. You can’t afford to miss out on this one. There are at least 3 important risks investors should pay attention to, some are urgent, some are important, some are both, some are neither.
February 8, 2021 Financial Perspectives
Category: Investing » Factors / Premiums
After 3 weeks of GameStop stories, it seems like the game may be stopping or at least slowing down. The question remaining is who made money and is the market any worse for wear when the dust settles.
June 7, 2021 Financial Perspectives
Category: Investing » Alternative Investments
It’s summertime and we have two summer’s worth of movies to look forward to after 2020’s reduced calendar. AMC, a company that runs movie theaters has seen their stock value go way up in the past few weeks. Is this about great movies or something else?
This week Kent Kramer talks about two different valuation theories: Firm Foundation Theory and Castle-in-the-air Theory.
April 12, 2021 Financial Perspectives
Category: Investing » Factors / Premiums
One of my favorite comedians has always been Steve Martin. One of his funnier routines was “let’s get small.” Lately small company stocks have been outperforming their large company counterparts and it’s hard not to notice. What is a small company and why the outperformance recently?
March 22, 2021 Financial Perspectives
Many indicators say the US and global economy are growing at rates faster than expected. Most of this is welcome news given the past 12 months. But is there a danger the economy could overheat? Inflation continues to be on the minds of some, should it be on yours as well?
It’s Worth the Trip!
We had completed our hike successfully, and the challenges made it more memorable and satisfying. The same is true for all of us as investors.
March 8, 2021 Financial Perspectives
In 2020 interest rates hit an all-time low, and now interest rates are on the move again. It seems like investors are taking notice. This week, Matt Moklestad looks at interest rates, bonds, and inflation expectations.
Do Small Company Stocks Like New Presidents?
Category: Investing » Factors / Premiums
In the three months since Joe Biden was elected President of the United States, small company stocks have risen more than 30%. Four years ago, Donald Trump was elected President of the United States and small company stocks went up almost 20% in the twenty-six days surrounding the election, from November 3rd to December 9th. Do small company stock investors just like new Presidents?
February 22, 2021 Financial Perspectives
Every week it seems there is a new story about which investment, which “trade”, is making amazing money. Each new story brings a sense of urgency, act quickly before it’s too late. You can’t afford to miss out on this one. There are at least 3 important risks investors should pay attention to, some are urgent, some are important, some are both, some are neither.
February 8, 2021 Financial Perspectives
Category: Investing » Factors / Premiums
After 3 weeks of GameStop stories, it seems like the game may be stopping or at least slowing down. The question remaining is who made money and is the market any worse for wear when the dust settles.
January 29, 2021 Financial Perspectives
What game is being played between Reddit and Wall Street? This week we explore what's been going on with GameStop stock and how short selling works.
January 25, 2021 Financial Perspectives
Category: Investing » Factors / Premiums
Four years ago, Donald Trump was elected President of the United States and small company stocks went up over 20% in three months post-election. In the three months since Joe Biden was elected President of the United States, small company stocks are up over 30%. Do small company stock investors just like new Presidents?
January 11, 2021 Financial Perspectives
2020 had some very real rollercoaster moments – the question for markets and the economy is whether there is any reason to think they won’t hold up during and after our latest ride?