A lot of good material has come out recently to illustrate the U.S. dollar’s decline and what it might mean for investors. Here are a few particularly worthwhile pieces. – First, some perspective. David Singer’s annotated long-term chart of the USD Index shows that while the recent drop has been […]
Author: Tom Konrad Model: Alt Energy Stocks Disclosure: no holding in ABB Power and automation giant ABB, Ltd. (NYSE: ABB) was named Cleantech Corporation of the Year at the Cleantech Forum in San Francisco. The company has been focused on acquiring start ups in the cleantech space for the last couple of […]
Covestor model manager Carter LeCraw was recently a guest on News@7. In the interview embedded below (hit the play button to listen), Carter discusses his firm’s values-based investing approach, which seeks exemplary companies demonstrating values of “integrity, humility, diligence, and caring.” Carter’s firm American Values Investing manages the American Heroes […]
Author: Mark Holder Covestor Model: Opportunistic Arbitrage Disclosure: Long FCX In the financial world these days, information is loosely passed around as fact whether correct or not. That makes the following table interesting, because a lot of people talk about copper and investing in the sector, but this has to […]
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From Econstories.tv, here’s the much awaited sequel to 2010’s Fear the Boom and Bust, a Hayek vs. Keynes Rap Anthem. With the market riding high following massive government spending, but U.S. unemployment still around 9%, it’s time for round two: Background from the creators: According to the National Bureau of […]
Author: Tom Konrad Model: Alt Energy Stocks Disclosure: Long 7 clean energy stocks Bubbles are a social phenomenon at least as much as they are a financial phenomenon. What characterizes them? At the top of bubbles, participants ignore glaringly obvious risks. In October 2007, Meredith Whitney pointed out the almost glaringly […]
A number of Covestor models use leveraged ETFs as part of their investment strategy. SymmetricInfo has a two-part post illustrating the mechanics of leveraged ETFs that work on a daily return basis, and the potential pitfalls in these securities that not all investors are aware of, despite (in some cases) […]
Author: Vivian Lewis Covestor model: International Yield As North Koreans starve while their regime totters on, as Bashir Al-Assad shoots people in areas of Syria opposed to his dynasty, a question springs to mind: Who exactly is the sovereign for whom sovereign wealth funds invest? Is it the regime? Is […]
Not a new question, but this is a remarkable answer that any Microsoft or software sector investor will appreciate, as will any student of corporate and innovation culture. From former Microsoft employee Hussein Kanji, on Quora: . . . I was at Microsoft in recent years, 2002-2005, and was recruited […]
Until recently, we displayed Covestor model portfolio performance in comparison to just one benchmark, the S&P 500. This large-cap U.S. equity index was a helpful benchmark for a portion of our models, but for those with different mandates – like small-cap stocks or international focused portfolios – the S&P 500 […]
31, 2011, an increase of approximately 46% from March 31, 2010 and an increase of approximately 38% from December 31, 2010. AWP segment backlog increased