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This article was written byFollowI am a value focused investor. Stocks rise and fall for many different reasons that we often cannot predict. Eventually, it is those companies with a wide moat and the ability to generate cash flow that prevail. Therefore, my investment focus is to find value stocks…

Buried in a roughly 200-page quarterly filing from JPMorgan Chase last month were eight words that underscore how contentious the bank’s relationship with the government has become.The lender disclosed that the Consumer Financial Protection Bureau could punish JPMorgan for its role in Zelle, the giant peer-to-peer digital payments network. The…

This article was written byFollowCalamos Investments is a diversified global investment firm offering innovative investment strategies including U.S. growth equity, global equity, convertible, multi-asset and alternatives. The firm offers strategies through separately managed portfolios, mutual funds, closed-end funds, private funds, an exchange traded fund and UCITS funds. Clients include major…

See glossary of frequently used terms for definitions The ICE BofA US 3·Month T-Bill Index(benchmark) measures the performance of 3-month US T-Bills. Bloomberg 1-3 Year US Government/Credit Index measures the performance of the short-term (1-3 years) government and investment-grade corporate bond markets. The US Treasury Index an index based on…

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…

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…

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…

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