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Earnings Season—The Big Picture

Sometimes you read the earnings season press or the reports released by Wall Street Research Departments and you quickly lose the forest for the trees. They are so dense with statistics and numbers that you miss that there is a sizeable trend underway. So I am...

Marc Chaikin Rang the NASDAQ Opening Bell This Week! Here’s a Quick Recap

On Monday morning, the CEO & Founder of Chaikin Analytics, Marc Chaikin, and the CEO of New York Life Investment Management, Yie-Hsin Hung, rang the NASDAQ Stock Market Opening Bell. They were accompanied by several key members of the IndexIQ team including Jon...

Watch Sandy Chaikin Share Her Investing Journey at Benzinga’s First-Ever Women’s Wealth Forum [Video]

Last month, Sandy Chaikin, Co-Founder of Chaikin Analytics, was named honorary chairwoman of Benzinga’s first-ever Women’s Wealth Forum in Boston, Massachusetts on March 21, 2018. The event aimed to bring together some of the most powerful women in finance and...

How to Pick a Real Estate ETF

You have decided to take the plunge into a Real Estate ETF! You know that this asset class would help you diversify your portfolio, and add some interesting performance characteristics. You also know that Real Estate has underperformed recently. So there could be...

How Our Market Strategist Used Chaikin Analytics to Find Philip Morris (PM) Before a Huge 16% Drop

Dan Russo, Chaikin Analytics’ new Market Strategist struck gold with a stock pick on Monday 4/16, and passed it on to Chaikin Analytics members. This was published in the Market Insights daily newsletter, Morning Insights, on Monday, April 16th. Here’s what...

Recessions and Bear Markets—Which comes first?

Which came first: the chicken or the egg? The question is perplexing, and I don’t believe anyone has successfully proven what the correct answer is. In January of this year, Forbes weighed in with an answer here (hint: it won’t satisfy you). Turning to the world of...

Q1 2018 Earnings Season Preview

It is hard to believe that we are already closing the first quarter, and getting ready for the Q1 2018 earnings season. It is also hard to believe that Winter may be finally transitioning to Spring. Sitting here in Philadelphia, we have scarcely had any hint of...

The Mechanics of Shorting a Stock

With the return of volatility, there is money to be made finding overvalued stocks and putting on a short sale trade. When you short a stock, you sell borrowed shares with the hopes that the stock price will decline. When it declines, you can buy the shares more...

Stock Prices Drop Faster than They Go Up

Volatility has returned! After a very benign market that has generally proceeded higher with very few interruptions, February brought some very sharp pullbacks, even to the point of a correction. While this is normal, investors had been lulled into a false sense of...

A Stockpicker’s Market?

That’s a phrase that you hear all the time. "It is a stockpicker’s market." What are they trying to get at? What does that really mean? The core message of "a stockpicker's market" is that the market dynamics have now changed, and active investment will outperform...