The White House recently launched the Taxpayer Receipt, allowing citizens to identify exactly where their money is going, dollar for dollar. As reported by NPR’s Planet Money: You enter how much you paid in income taxes, and how much you paid for Social Security and Medicare (which have their own […]
John Ward is an independent equities trader whose methodology stems from and is founded on the collective research and studies of traders whom history has established possessed highly unusual market acumen. For his Precedent-based portfolio, Covestor model manager Ward uses a combination of fundamental and technical analysis: Fundamental analysis is paramount […]
Douglas Estadt owns two Wall Street technology companies and webcasts thousands of CEO conference calls. One of his companies is Wall Street Media, where you can find daily videos with Estadt. Estadt manages Covestor’s Management Access model which is a Short term model (day trading) which buys credible growth stories and […]
Author: Michael Arold Model: Technical Swing Disclosure: Long SLV A major market anomaly is the “momentum effect,” which has been investigated by various academics throughout the last decade. Jegadeesh, one of the key researchers on the subject, formulated a simple definition of the momentum effect: “evidence indicates that stocks that perform […]
Bond giant PIMCO recently filed the necessary paperwork to launch an actively managed total return bond ETF run by legendary bond trader Bill Gross. This will be an interesting new option for individual investors and investment advisers. From the LA Times: As required with an ETF, the holdings of the […]
Covestor model manager Fat Pitch Financials focuses on special situation stocks and is a value investor. George Silva runs the company. He is an economist who did his undergraduate degree at Cornell University and his Masters at Yale University. George has twenty years of experience investing in individual stocks. Fat Pitch […]
HBO made a movie of Andrew Ross Sorkin’s outstanding book on the 2008 financial crisis, Too Big to Fail. The film, starring William Hurt, James Woods and Edward Asner, comes out May 23. Here’s the trailer – looks good!
Financial journalists were roundly criticized for weak reporting in the lead-up to the 2008 crisis, but the latest round of Pulitzer Prizes, announced yesterday, provides some redemption. No less than five were granted to business reporters. Here they are, with links through to the winners so you can read them […]
Author: William Smith Models: Price Volatility Volume and Core Price Volatility Volume Disclosure: Long PUDA in both models I entered a trade in Puda Coal (NYSE: PUDA) on April 6, only to hear on April 8 that the company was being investigated by the SEC. There are a number of […]
Author: Amin Khakiani, Focal Point Management Models: Quantitative Hedging and Quantitative Broad Index Focal Point Management is a California-based SEC registered investment advisor was founded by Amin Khakiani. Amin has a background in engineering and mathematics and 11 years of corporate finance and strategic planning experience. Its Quantitative Hedging model is a […]
Author: James Hofmann Model: Dividend Growth Disclosure: Long LO, MSFT, HCBK March was a grand month for the Dividend Growth model as we outperformed the benchmark S&P 500 by 1.84% while taking on less risk. This model had positive performance for the month of March while the market had slightly negative […]
Author: Andrew Schornack Model: Financial Services Disclosure: Long TWGP The portfolio experienced the first negative return month since August 2010. From September 2010 – February 2011, the model reported returns exceeding my expectations. As I mentioned in the first investment report in November 2009, the goal of the portfolio is […]