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How To Identify A Stock-Picker's Market
Thursday, February 27, 2014 - 5:33pm | 971Read More...After several long years of risk-on/risk-off markets -- during which everything acted like the S&P 500 and adding alpha was difficult -- it appears that stock-picking is back in a big way. The natural question, of course, is why? Before we get to the answer, it is first important to...
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Asset Appreciation: “Correlations hold Until they Don’t”
Thursday, June 10, 2010 - 6:00am | 1501Read More...Part platitude, part mindless blather, I’m sorry to break out the following trading-floor ‘truism’: “Correlations hold until they don’t.” It’s a sloppy, shorthand way to reminding yourself about the dangers of being complacent. Much of this on-going crisis is the result of...
