The TRADE

JANUARY 11, 2024

Anima Alternative SGR has gone live with KCx’s new suite of intra-day stock-specific dynamic forecasts and analytics, via FlexTRADER EMS. Insight includes stock-specific forecasts and analytics, including: volume, volatility, and spread forecasts.

Asset Management 109

Asset Management Management CFA Trading 109

FineMark

JANUARY 17, 2024

This Christmas, Santa’s Route Included a Stop on Wall Street At year end, the stock market rallied sharply and bond market performance was nothing short of breathtaking. The P/E ratio is calculated by dividing the market value price per share by a company’s earnings per share. We look forward to seeing you soon!

S&P 52

S&P Equities Valuation Investment 52

FineMark

JANUARY 20, 2023

Surprisingly, both sides of the political aisle share common ground around this theme. Although we experienced our fair share of “Minsky Moments” in 2022, we’re hopeful that the New Year will bring a more positive outcome for all. The phenomenon is likely to play out over several years with various ramifications, including valuations.

Economics 52

Economics Portfolio Equities Investors 52

Mergers and Inquisitions

FEBRUARY 28, 2024

While everyone seems to know about equity research and trading stocks, fixed income research gets far less attention. So, I’ll share here an old report issued by Goldman Sachs on J.C. Due to the age and the fact that J.C.

Equities 59

Equities Asset Management Debt Recruitment 59

FineMark

JULY 13, 2023

While these technological developments are exciting, we believe some of the share re-rating that’s occurred could be overdone. Monetary Policy and Macro Reality In earlier letters, we shared our expectation that the Federal Reserve would stop hiking rates during the second quarter.

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S&P Bank Banking Investment 52

FineMark

OCTOBER 17, 2023

“ We have long felt that the only value of stock forecasters is to make fortune-tellers look good.” As the quote from Warren Buffett above suggests, we share his view on the utility of short-term market forecasts. Both bonds and stocks reversed course for the remainder of the quarter, posting losses for the period.

S&P 52

S&P Investment Portfolio Corporation 52