This article was written byFollowI’m a retired Wall Street PM specializing in TMT; my educational background is a bachelor’s in Finance and Economics, and an MBA from Columbia, after which I directly began my career on Wall Street. Since kickstarting my career, I’ve spent over two decades in the market…

Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.Germany’s ruling Greens were plunged into crisis on Wednesday when their co-leaders resigned in response to the party’s dismal performance in three regional elections this month.The shock move by co-leaders Omid Nouripour…

There are things in life that are not a matter of opinion. They are a matter of math. We do not believe that financial decisions, whether they are about Roth IRA conversions, a snowbird lifestyle, or a gifting program for your children and grandchildren, should be based on an inclination…

Growth and Income Managed Account Performance – USD (%) (as of 06/30/24) Cumulative Annualized Returns 2Q24 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception (01/01/93) Composite (pure gross*) 1.83 9.29 15.98 8.15 12.30 12.05 11.19 Composite (NET) 1.08 7.71 12.63 5.01 9.05 8.80 7.96 S&P 500® Index…

Unlock the US Election Countdown newsletter for freeThe stories that matter on money and politics in the race for the White HouseOne of the upsides of Joe Biden making way for Kamala Harris was that he could focus on the presidency. Two months later, there is scant evidence his freed-up…

After years of favoring online and telephone scams, a number of crooks are drifting back to old-fashioned theft involving paper checks. In the last year, a number of individuals, including employees of the U.S. Postal Service, have been arrested or indicted for stealing paper tax refund checks. Over $3 million…

This article was written byFollowStony Chambers is a research service that synthesizes cogent investment perspectives on risk assets. The investment philosophy centers around deep fundamentals, impactful narratives, and Austrian economics. Time horizon is the primary dividing factor for research. Long-horizon research will focus on digital assets, macro, and general value…

Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.UniCredit has increased its stake in Germany’s Commerzbank from about 9 per cent to 21 per cent, in a move that could kick-start a hostile bid for the rival lender. The Italian…

Careful research done by Ph.D economists conclude we face a huge retirement shortfall. We are about eight to nine years away from Social Security’s inability to pay full benefits; all boomers are past age 60, and the typical Gen Y and Millennial is predicted to do a little worse or…

This article was written byFollowONeil Trader is a former stockbroker turned full-time independent investor. He focuses on finding growth and biotech stocks with significant growth potential and calculates ideas in large part based on best risk-adjusted returns.He leads the investing group Growth Stock Forum which features: a model portfolio of…