In strength training and investing, your core is everything. It’s the foundation or base from which you build upon to reach new levels of success. Without a solid core, you are doomed to underachieve because you don’t have the right balance needed to attain your goals. By starting from the ground up using concrete core […]
Author Archives: seoblog
I am an avid surfer and have always enjoyed being in the ocean throughout my life. When I’m riding waves I find that it completely takes me away from the stresses of the financial markets and other daily tasks. The key to successfully navigating the 10 second rush of adrenaline you get when you catch […]
The lengthy, arduous task of launching a new closed-end fund (CEF), only to have it begin trading in one of the toughest interest rate environments in years, simply leaves IPO participants in a lurch. It causes the fund sponsor to appear foolish at best, and shareholders wondering what could have gone so wrong. This very […]
Technology companies have always been known as growth engines that continually reinvest their profits into new cutting edge features, products or services that they believe will increase value for shareholders. However, a new trend is emerging among several large-cap tech stocks that reward shareholders through share buybacks and returning cash in the form of dividends. […]
Investors who utilize closed-end funds (CEFs) regularly in their portfolio strategy can identify with the inefficient nature of the day-to-day price swings in the marketplace. In the past, opportunities that I thought would be short-lived have often dragged on for weeks or months as the market ultimately synced up with my thesis that the fund […]
Just about every single headline I read these days talks about how the bull market has farther to run, which is making me more and more concerned about the prospects for a pullback. The Fed is onboard, the market is screaming higher, and the bears all seem to be in hibernation. So who is left to […]
The “sell in May” phenomenon has been largely debunked this year as investors have continued to snatch up risk assets and push the market to all-time highs. Even the Fed raining on everyone’s parade this week did not introduce enough volatility to make a significant dent in year-to-date gains. However, there are two bond funds on my […]
The fixed-income strategy that has been “working” over the past several months is elongating duration when the 10-year Treasury Yield hits 2%, then simply riding down the curve when rates near 1.5%. Portfolio managers that have gritted their teeth, trusted the Fed, and used this channel to their advantage have been handsomely rewarded. Now that […]