Recent market dynamics have many analysts asking fundamental questions about how to select the right stocks for the portfolios they manage.
New Series About How to Apply Principles to Stock Selection
Topics: Stock Selection Research
Vident Financial Q3 Review: Financial markets were mostly positive and volatile during the third quarter. Pandemic news along with the upcoming election created different versions of the future. The off and on-again fiscal stimulus talks along with the Federal Reserve responses added to the uncertainty.
Topics: US Equities, Principles-Based Investing, ETFs
Real Estate Markets During COVID-19
Since February 2020, Public real estate earnings forecasts have decreased by about the same amount as the rest of the public markets(i.e. S&P500)—but REITs have fallen far more in value than the rest of the market.
Topics: Market Resiliency, REITs, Real Estate
New York Post Article: "New York City is Dead Forever"
Recently, author and former hedge fund manager James Altucher wrote an opinion piece for the New York Post with the title New York City is Dead Forever.
Topics: REITs