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Earnings Season—The Big Picture

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...

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How to Pick a Real Estate ETF

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...

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Recessions and Bear Markets—Which comes first?

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...

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Q1 2018 Earnings Season Preview

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...

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The Mechanics of Shorting a Stock

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...

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Stock Prices Drop Faster than They Go Up

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...

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A Stockpicker’s Market?

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...

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