Blog

Month: August 2015

One of the casualties of zero-interest rate policy has been the important balance in investing between risk and reward. After three rounds of quantitative easing and seven years of 0% interest rates, investors have been told in no uncertain terms: the streets are paved with reward; forget about risk. With U.S. equities hovering near all-time […]

The Revenue Recession

  • Markets
  • Charlie Bilello

What do General Motors, JPMorgan Chase, Microsoft, IBM, Proctor & Gamble, Citigroup, Johnson & Johnson, Coca-Cola, Oracle, and Caterpillar all have in common? 1) They are among a long list of S&P 500 companies with negative year-over-year revenue growth. 2) They are not in the Energy sector. With 80% of companies already reported, S&P 500 […]

You’re new to investing and want to pursue a small cap value strategy. You’ve read that value stocks and small caps tend to outperform over time and you, of course, would like to outperform. Looking at back at history, following such a strategy seems like an easy ride. An investment of $10,000 in 1979 would […]