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Recent Articles
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Boeing In Negative Headlines Again; Part of 737 Max Fuselage Blows Out During Commercial Flight
Jan 8, 2024
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Image: Boeing's shares have been quite volatile the past couple years.
On January 6, Boeing received some more bad news. Part of a fuselage installed on one of its new eight-week old 737 Max 9 aircraft blew out on an Alaska Airlines flight. Boeing had been working hard to get back on track with customer perception of the safety of its 737 MAX line-up, and we view the incident as yet another hiccup in the firm’s relations with the public.
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Thinking Slow: 3 Research Blind Spots That Changed the Investment World
Jan 8, 2024
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Image Source: EpicTop10.com.
We have to be on high alert about how our minds work. PBS recently delivered a four-part series examining how easily our minds are being hacked, and why it is so important to "think slow." When it comes to the active versus passive debate, does the analysis suffer from parameter risk? With respect to empirical, evidence-based analysis, does the analysis have the entire construct wrong? When it comes to short-cut multiples, are we falling into the behavioral trap of thinking on autopilot?
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In the News: Apple, Nvidia, ANSYS
Jan 6, 2024
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The first week of trading in the new year wasn't very welcome, but we think it is far too early to draw any conclusions about how the rest of the year will be. The Dow Jones Industrial Average, S&P 500, and NASDAQ faced selling pressure in the first week due in part to investors waiting until the new year to book the huge gains garnered during 2023. The market continues to digest critical employment data, as it watches movements in the 10-year Treasury closely, a key benchmark rate for asset pricing that now stands just north of 4%. Many bulls are saying 2024 may be a difficult year after the worst start in the S&P 500 for a new year since 2008, but we remain bullish on our positioning in the newsletter portfolios.
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Dividend Increases/Decreases for the Week of January 5
Jan 5, 2024
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Let's take a look at firms raising/lowering their dividends this week.
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