Global equities are starting the month off on a positive note. The August Chinese Purchasing Managers’ report came in with better-than-expected results, as did Australia’s Gross Domestic Product. In the…
Jobs Report
Bloomberg reported that private payrolls rose by 71,000 in July, which is less than forecast. The S&P 500 declined 13 points on the news. In addition, bond yields continue to…
Economic Briefs
Supply Chain Strengthening The ISM Service Index came in at 54.3 for July, a number that’s better than expected. The index was at 53.8 in June and was expected to…
Small Investors Making Smaller Impact
Small investors get no respect. When they’re leaving the market, it usually means the market is heading up. When they’re investing in the market, it usually means the market is…
The Risk of Doing Nothing
I have a confession to make. When I first became an investment manager, I followed the “buy and hold” strategy that almost every investment manager in the industry follows. That…
Knowing When To Sell
“Investors spend most of their time deciding what stock to buy. They spend little if any time thinking about when and under what circumstances their stock should be sold. This…
Why Diversification Matters
Diversification is a term most investors understand as “Don’t put all your eggs in one basket.” While that phrase captures the essence of what not to do with your investments,…