Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer The stock market’s gains this year have been primarily driven by a combination of less investor fear, positive price momentum, and extremely favorable liquidity conditions thanks to central banks around the world, including here in the U.S. In recent weeks, however, there is a growing… Continue reading Taper Tantrum
Category: Investing
The Pullback-Correction-Sell Off
Content provided by Kostya Etus, CLS Investment Research Analyst There are many names for it and lots of stories, but it appears likely that there may actually be a substantial drop in the market. The main question is when and how severe? The market’s current overbought condition can be viewed as an unstoppable locomotive that… Continue reading The Pullback-Correction-Sell Off
Clean, Green, and Sunscreen
Content provided by Grant Engelbart, CLS Research Analyst Unlike most people, the sun is my enemy. I love being out in the sun, unfortunately I have about a 15 minute window before my skin starts on fire. The good news, for the large majority of people on earth, is that the sun is good. We… Continue reading Clean, Green, and Sunscreen
Char-Buff on the Cheap?
Content provided by Matt Santini, CLS Portfolio Manager I know, I know…..please contain yourselves. Oscar’s (a local favorite restaurant) made it to the daily commentary. I know a good wing when I eat one, and that strip-mall-dynamo of a dive did not disappoint. In the same somewhat lateral eureka moment of “hot ice” (“Rookie of… Continue reading Char-Buff on the Cheap?
Google Search Terms May Predict the Stock Market
Content provided by Jacob Godwin, CLS Trading Specialist In a new attempt to measure consumer sentiment and time the market, British researchers Preis, Moat, and Stanley used data from Google Trends to predict large movements in the stock market by analyzing the volume of query searches of 98 financial terms. Joseph Stromberg, from the “Smithsonian”… Continue reading Google Search Terms May Predict the Stock Market
Theme: Simplicity
Content provided by J.J. Schenkelberg, CFA, CLS Senior Portfolio Manager Simplicity is one of our 2013 key themes here at CLS. Simplicity, is easier said than done. But, every time I focus on this concept it seems to become a little better, as long as we focus on the correct areas. My family has been… Continue reading Theme: Simplicity
140 Characters or Less: #DowPlummets
Content provided by Case Eichenberger, CLS Internal Wholesaler As a Millennial, I am constantly using social media. When I was in college, not too long ago, Facebook was just getting started and was being pushed to other schools outside the first social network of Harvard University. Twitter has since followed, allowing people to “tweet” their… Continue reading 140 Characters or Less: #DowPlummets
Is the Super Gold Bull dead?
Content provided by Kostya Etus, CLS Investment Research Analyst Throughout history, gold has been a widely recognized symbol of wealth. In the past, gold was mainly used for making jewelry, but it has also been used for monetary exchange. Most recently, it has been used as an investment vehicle to hedge against a depreciating currency… Continue reading Is the Super Gold Bull dead?
Playing Defense
Content provided by Grant Engelbart, CLS Investment Research Analyst As a basketball player, I pride myself in playing stellar defense. In my mind, there are only a few things in life more degrading to a person than blocking their shot halfway across the court. I’ll often let an opponent past me only to inconspicuously follow,… Continue reading Playing Defense
Discipline + Focus = Success
Content provided by Sadie Brewer March 17 was a good day. After a year-long deployment, my brother returned safely to friendly ground. Afghanistan is one of the last places on the planet you would ever want someone you care about to be, and anyone who has ever had a loved one deployed understands the fear,… Continue reading Discipline + Focus = Success