Impacts of New Retail Investors

Since it’s inception, Robinhood traders have had the powerful tool of being able to trade stocks without being charged commissions or fees. However, while it changed the industry for retail investors, the typical suits of Wall Street didn’t think to give it much attention. Now, Robinhood is changing how the market invests in stocks. The […]
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A Long-Awaited Yet Unsurprising Dip

On Thursday, June 11th, stock markets experienced a painful yet not unsurprising dip. The S&P 500 Index fell by 5.89%, and the Dow Jones, weighed down by a truly atrocious day for Boeing (NYSE: BA) fell even further, losing 6.90%. This was largely spurred by the release of the Federal Open Markets Committee (FOMC) Summary […]
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Illusion of Control

illusion of control
How much control do we really have over the events in our lives? For example, how many times have we left for work with ample time to allow for traffic yet an accident occurs on the highway and we end up nevertheless being late? Illusion of control is the tendency to believe that we can […]
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Sizing Implications – Destructive Decisions

overconfidence
One behavior that can destroy investment results and ruin months, and maybe even years, of hard work, is destructive sizing decisions. Imagine you have a game plan on a stock that is currently trading at $100. You buy-in and it immediately drops to 90 dollars. Being the shrewd investor you are, you see the “bargain” […]
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Investing FOMO

Investing FOMO
Is it FOMO Fo Sho? Are the markets experiencing a little extra nudge from investors buying because they don’t want to miss out on any recovery? Moving forward, we may always look at markets as in a “post COVID” economy. The economy and stock markets took a massive (and I mean massive) hit at the […]
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Regret Aversion vs. FOMO

Regret Aversion vs FOMO
Regret aversion deals with a fear of an unfavorable outcome, oftentimes leading to inaction.  FOMO is the ‘fear of missing out’ on a favorable outcome, oftentimes spurring rash action.  Both can impact your risk profile (not to mention, the returns in your portfolio). A group of elders at a hospice were once asked at the […]
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What Are You Putting in Your Tank?

USO ETF tanked
Fill er up! But what are you putting in your tank? – – The ETF with the ticker USO (for US Oil), sounded pretty attractive to many when its price plunged recently.  I mean, buy low amiright? And that’s what many people did – so much so that it was the #1 trade on Robinhood, […]
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Zero Fees – Part Deux

Throwback to Zero Fees
Throwback to a Thursday in late November (2019)! Back in a different time, a simpler time, a time when Zero Fees weren't everywhere. I mean sure, there was Robinhood first… but this felt different. And it was different.
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Traits Linked to Going Broke in Retirement

Traits Linked to Going Broke in Retirement
Traits Linked to Going Broke Are you creative, curious, and sympathetic? It turns out that you are more likely to go broke in retirement. According to Catey Hill, studies show that there is a direct relationship between personality traits and how fast folks blow through their retirement savings. The main reason being that many of […]
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The Tesla Short Squeeze

Renewsing Short Shorts
Don’t get caught with your shorts down.  That’s exactly what happened to Steve Eisman, (aka Steve Carell in the big short) who got greedy with his shorts, and went short again – this time not on the housing market, but on Tesla.  He found out the hard way; you don’t mess with Musk. What made […]
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