All Posts by Erik Conley

Weekly Market Scorecard – July 22, 2017

Highlights The post-election rally is still intact, and making new highs. The S&P 500 is up 15% since the election, and probably has more upside. Investor optimism is high, but so are the risks of a negative geopolitical event. Most industries that got a big boost post-election have now given it all back. Barron’s Editorial […]

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Critical Thinking Skill #4 – Emotional Intelligence

mike tyson

What Mike Tyson can teach us about Emotional Intelligence When I talk about emotional intelligence with clients, they often think of it as having emotional control over their investing behavior. This is true, but it’s just one aspect of this critical thinking skill. Emotional intelligence is a broader concept. I’ll try to explain it with […]

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Can A Sector Rotation Strategy Beat The Market?

sector rotation 3 wk

We look at how sectors move, relative to the market and to each other. The return behavior of sectors over time offers investors valuable information. This relative return behavior gives us clues about shifting market leadership. How you allocate equity exposure among sectors is a key driver of portfolio performance.  Introduction A popular approach among […]

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Weekly Market Scorecard – June 24, 2017

market scoreboard

Highlights The post-election rally is still intact, but losing steam. The S&P 500 is up 14% since the election The Dow, S&P, and NASDAQ are all making new highs. Investor optimism is still high, but starting to waver a bit. A correction of 10% or so would probably be good for this overstretched market.   […]

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The Greater Fool Theory

dilbert

One of my favorite TV shows in recent years is HBO’s The Newsroom. The guy who writes the show, Aaron Sorkin, is known for fast-paced, snappy dialog. In the final episode of season 1, economics reporter Sloan Sabbith (played by the lovely and talented Olivia Munn) tells her boss, anchorman Will McAvoy (played by Jeff Daniels): […]

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A Little Tough Love for Stock Pickers

george plimpton detroit lions

Do you consider yourself a member in good standing of the community of amateur stock pickers? If so, you best be a truly exceptional one because if you’re not, the road ahead of you is going to be unpleasant. Maybe you’ve already learned this, or maybe you’re still in denial. Either way, you’re eventually going […]

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Critical Thinking Skill #3 – The Time Value of Money

time value money

The Time Value of Money is one of the first skills a new investor must learn. Simply put, it answers the question “What is the value to me today, of a dollar that I expect to receive at some point in the future?” This article will walk you through the process of answering that question. […]

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Characteristics of highly accomplished investors

skill

What do Warren Buffett, George Soros, Carl Icahn, Ray Dalio, Abigail Johnson, James Simons, Thomas Peterffy, Ron Perelman, and Steve Cohen all have in common? They are all highly accomplished investors. And they make up 9 out of the 10 richest Americans, according to Forbes, Inc. Introduction The fact that 9 out of the 10 […]

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