Tag: Investing

Bracket Orders

How to Use Bracket Orders the Right Way

  Different order types are among the most boring stock market subjects, mostly the focus of a small sect of high-frequency trading enthusiasts and opponents. But the discussion of stock market orders shouldn’t be about the orders themselves, but framed in a discussion about trade planning. Planning your trades has a significant material effect on […]

Read more
bottom up investing

How Bottom-Up Investing Works

A bottom-up investing methodology focuses on analyzing individual companies initially before evaluating a stock-sector and the economic outlook. This differs from a top-down approach where an analyst would evaluate the macroeconomic environment first, and then focus on a sector before analyzing an individual stock. Bottom-up investors will first evaluate specific financial metrics, as well as […]

Read more
Top Down Investing

How Top-Down Investing Works

Top-down investing is a forecasting approach that evaluates the broader macro picture before drilling down to look at the finer details. A macro forecasting approach is one where you might first look at global economic growth and factors that analyze global trends before looking at the investment thesis for an individual asset. A top-down approach […]

Read more
How Interest Rates Affect The Stock Market

How Interest Rates Affect The Stock Market

  Interest rates play an important role in how markets and economies function. Learn how interest rates affect the stock market and your portfolio below. Intro On March 15th, the Federal Reserve brought its benchmark interest rate down to 0% – 0.25% to combat the economic distress caused by the coronavirus pandemic. source: tradingeconomics.com This […]

Read more

Biden/Trump: Comparing Economic Plans

The public health crisis that began in December of 2019 has turned into a global economic crisis. Millions have lost their jobs and output and production has tumbled. In the US alone, as of mid-May 2020, more than 25-million people are receiving some form of unemployment insurance. This is up from less than 2 million […]

Read more
Sell in May and go Away

‘Sell in May and go Away’ Explained

“Sell and May and go away” refers to the Wall Street axiom related to the performance of stocks during the 6-months beginning May 1. The theory states that if you reduced your stock holdings on May 1, and repurchased your portfolio on November 1, you would benefit from the outperformance during these periods. May kicks […]

Read more