- Apr 18
- 1 min
Why Credit Markets Aren't Pointing to a Recession
Many look very closely at the yield curve to find clues of a potential recession. Credit markets/high yield bond spreads are perhaps even...

- Mar 28
- 4 min
What a Yield Curve Inversion Really Means
The changing relationship between short- and long-maturity U.S. Treasury bond yields is once again a hot topic. As the yield curve...

- Mar 15
- 3 min
3 Very Important Reasons Why You Should Not Sell Your Stocks Now
Since January 3, 2022, the stock market has taken an unfriendly turn to investors. Initially, 40-year high inflation and the fear of...

- Mar 8
- 3 min
Why we are not "buying the dip"
The trifecta of inflation, higher interest rates, and the War against Ukraine has pushed the US equity market into a correction (a...

- Mar 13, 2020
- 6 min
Keeping Calm During a Panic Selloff (FAQs)
What is causing the market volatility? Following a remarkable rise in stock prices up until February 19, the rapid spread of a new...

- Sep 5, 2019
- 2 min
You’ve Got to Ac-Cen-Thu-Ate the Positive (*)
Longstanding baseball fans fondly remember Hall of Fame pitcher Phil Niekro. The great knuckleballer had a strong motivation for making...

- Jul 12, 2019
- 1 min
Avoid "Cliches" Like the Plague
Bloomberg Opinion contributor Barry Ritholtz recently tweeted about his dislike of financial clichés that reflect badly on the speaker...

- Apr 29, 2019
- 3 min
Healthcare: from Hero to Zero?
Politics and profit taking are souring the sentiment towards the healthcare sector Drug transparency legislation is unlikely to affect...

- Apr 12, 2019
- 1 min
Investing for the Long-Term: Here is Why
Investors are frequently reminded that they should only invest “long-term”. The natural question that arises is: why? If you, like us,...

- Feb 26, 2019
- 1 min
Behind the Markets - Podcast (Interview with Martin Fridson)
On February 22, 2019, Martin Fridson was interviewed by Jeremy Schwartz on the podcast "Behind the Markets" (Wharton Business Radio)....