Equity Investments

543 Posts

The C-Suite Speaks: Back to School

Earnings season is over, but September is a busy month for conferences. Those companies presenting at conferences last week tended to have relatively upbeat things to say about the economy. Will positive commentary outweigh soft economic data when the US Federal Reserve meets in September? No one at the Fed has ruled out a rate hike quite yet. Read more

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Investing Tribes and the Paradox of Choice

As investors, we are faced with an overwhelming amount of data, analysis, and opinions, says Tadas Viskanta. Choosing a well-defined investment approach — joining an investing tribe — by definition, reduces the number of decisions we need to make. Also, minimizing the “paradox of choice” makes our lives more coherent and manageable. Read more

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The C-Suite Speaks: Industry Restocking

There were signs that inventories have been sufficiently depleted, and that industry is cautiously beginning to restock again. However, Scott Krisiloff, CFA, cautions, if inventories are restocked and demand doesn’t concurrently rebound, companies will shortly find themselves in a precarious position once again. Read more

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