Market Commentary


Q1 2021 Market Recap

April 21, 2021
Piggly Wiggly: The Curious Case of Clarence Saunders and a Short Squeeze Gone Wrong Before the recent “meme stock mania,” which resulted in significant drama for companies like GameStop and AMC Entertainment, the annals of financial market history are littered with other so-called “short squeezes” that did not end well for those who bid up […]

Q4 2020 Market Recap

January 18, 2021
Not Using the “U” Word While we will resist the urge to use the “U” word* to describe 2020, we can’t help but look back and think about how events that might have normally taken years to unfold happened in just one. Whether it was the economic contraction from the Covid-19 pandemic, lockdowns, a waterfall […]

Q3 2020 Market Recap

October 16, 2020

Commentary

March 15, 2019
WILL THE REAL FIDUCIARY PLEASE STAND UP? Trump’s executive order may stop or delay the IRA Fiduciary Rule As an investment professional, I was in support of the Department of Labor’s (DOL) IRA Fiduciary Rule and its intent to level the playing field for all advisers.  Now that I have seen how some brokerage and […]

Bloomberg CFA

March 15, 2019
“Companies, Not Countries” as featured in Bloomberg Michael DeMassa’s recent article as guest contributor for Bloomberg CFA Prep highlights some of the topics covered in the three levels of the CFA Exams while emphasizing the importance of knowing where a company does business to better understand the associated risks. Passive index investing may provide unexpected […]
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