Authors: Marc Odo

19.03.2024

Escaping the Devil’s Bargain

Investors diving into passive covered call strategies in pursuit of yield might have made a 'devil’s bargain'. Research into such...

10.08.2023

Mess Around... And Find Out: Implications of the Never-Ending Drama & Trajectory of U.S. Finances

“Mess Around & Find Out”: U.S. politicians keep messing around with the nation's creditworthiness. Examine the drivers and dangers of...

10.05.2023

Bank Failures 2023 & The Dangers Still Lurking Beneath the Surface

The bank failures in 2023, principally with mid-sized, regional banks, are a direct consequence of bad policy decisions. Examine the...

16.02.2023

The Correlation Conundrum | When Everything is Down, The Only Thing Up is Correlations

Diversification didn’t just fail in 2022, it's been broken since the Global Financial Crisis 15 years ago. We explore the...

10.01.2023

Rising Inflation & Interest Rates: Culprits Behind Market Turmoil

How inflation and rising interest rates negatively impacted so many different investments around the globe.

16.12.2022

Short-Term vs. Long-Term Hedging | Corrections vs. Bear Markets

Learn when you should utilize short-term vs long term hedging strategies and their key differences.

22.11.2022

You Can't Fight the Fed - One Constant in a World of Change

The Fed was finally forced to reverse course after inflation rocketed to levels not seen since the early 1980’s. Given...

23.08.2022

Portfolio Overlays for Concentrated Stock Positions

Managing a concentrated stock position is a complex task that involves investment selection, execution and management, tax, and legal issues....

21.04.2022

"Irrational Exuberance” Revisted

We revisit the 12 factors Schiller identified in the first edition of his book, Irrational Exuberance, to examine which factors are still...

15.03.2022

Observations & Insights Useful for Tackling the Next 25 Years | 25 Years in Hedged Equity

We’ll look back over the last 25 years to provide observations and insights that may well serve investors seeking to...