Category Archive for "Market Strategy" | John Rothe | Portfolio Manager, Quant, Tech Geek, And Sometime Superhero To My Kids

NAAIM Exposure Index

NAAIM member firms, who are active money managers, are asked each week to provide a number which represents their overall equity exposure at the market close on a specific day of the week.

Responses are tallied and averaged to provide the average long (or short) position or all NAAIM managers, as a group.

Understanding The Investment Needs of Non-Profits

As non-profit organizations grow, they also need to grow and preserve wealth. In accepting donations to fund their operations and programs, they realize they cannot rely on fundraising alone. They decide to invest, and they turn to financial professionals for input.

Because non-profits exist to carry out particular missions, their investment preferences may differ from those of individuals. A non-profit may shy away from investing in certain companies because of what they represent. Additionally, some types of investment vehicles may clash with a non-profit organization’s image.

Should We Break Up the Big Banks?

This opinion comes from the man who once directed TARP, the Troubled Asset Relief Program that bailed out giant banks in the Great Recession. Kashkari was assistant secretary of the Treasury at that time. This year, he became president of the Federal Reserve Bank of Minneapolis, two years after running for governor of California.1

2016: Don’t Listen To Wall Street This Year

    Investors have been faced with extremely volatile markets this year. As a result, investors have been looking for guidance -- from news outlets like CNBC, and Wall Street strategists. However, as 2008 has shown us, this may not be the best approach for investors to take...   The Problem With Wall Street's Predictions For years, BusinessWeek magazine’s last issue ...