Content provided by Scott Kubie, CFA, CLS Chief Strategist Scott Kubie, his wife Cherie and son Raef, outside the Tower of London. The Kubies have now been to Europe. Thanks to a sabbatical benefit, my family and I were able to take a 10-day trip to Europe in late June and early July. While the… Continue reading Investing in Europe: The Kubie Family Vacation
Author: Scott Kubie
The Velocity of Money
Content provided by Scott Kubie, CLS Chief Investment Strategist With all the effort central banks have made to revive economic growth, why hasn’t it increased? While not the culprit, the velocity of money is the statistic that shows why the efforts aren’t being met with proportionate success. According to Investopedia, the velocity of money measures is,… Continue reading The Velocity of Money
Returns Distributions
Content provided by Scott Kubie, CLS Chief Strategist Predicting the stock market’s return is hard. I don’t remember a lot of people predicting an up 30 percent for the market last year. In fact, during this time of the year, the only thing more certain than people rapidly breaking New Year’s resolutions is stock market… Continue reading Returns Distributions
Adjusting to New Parenting Roles
Content provided by Scott Kubie, CLS Chief Strategist Over the years, my identity as a parent has changed. Early on, I was a diaper-changer and story-reader. I’ve been a Sunday school teacher, a basketball coach, and last summer, a hitting partner for tennis. Most of those I saw coming or volunteered for. The latest role… Continue reading Adjusting to New Parenting Roles
Is Your Business Model at Risk of Extinction?
Content provided by Scott Kubie, CLS Chief Strategist Lately I’ve read a bevy of articles regarding businesses and organizations whose business models are “at risk.” These organizations have been under pressure for years, but making changes has been very hard to do. One of the biggest challenges is to realize that the pace of change is… Continue reading Is Your Business Model at Risk of Extinction?
Abemania!!
Content provided by Scott Kubie, CLS Senior Portfolio Manager A few weeks ago, Japanese voters gave Prime Minister Shinzo Abe more freedom to pursue his growth and reform agenda by handing his coalition majority control of the Parliament’s upper house. This victory follows up December’s election that gave Abe’s party, the Liberal Democratic Party (LDP)… Continue reading Abemania!!
Changing Face of Technology
Content Provided by Scott Kubie, CLS Senior Portfolio Manager In 1999, S&P and MSCI jointly created the Global Industry Classification Standard (GICS®) codes to classify companies in various groups. Technology was destined to play a big part in the standard because the GICS were created during the height of the technology bubble. It is interesting to… Continue reading Changing Face of Technology
NCAA Tourney Picks and Managing Money
Content Provided by Scott Kubie, CFA, CLS Chief Strategiest When I was teaching at the University of Nebraska Omaha, I always enjoyed contrasting March Madness strategies with investment strategies. March Madness is an interesting contest because it takes place over a short time, but not too short of time. You can analyze your strategy and… Continue reading NCAA Tourney Picks and Managing Money
Reflections on Fourteen Semesters
On Monday January 7, I went home after work and stayed there. It felt strange. I am taking a break from leading college classes at the University of Nebraska Omaha (UNO) after teaching on Monday nights for every spring and fall semester for the past seven years. The first ten semesters involved teaching juniors and… Continue reading Reflections on Fourteen Semesters
And the Survey Says…
Confession time: I am a survey junky. I love to read surveys, and consider political polls to be the best form of reality entertainment. I used to work part time for Gallup as a pollster and rarely turn down a call asking me who I will be voting for, what TV shows I watch, or… Continue reading And the Survey Says…