Writing

Active vs. Passive: Game Over

I just finished a white paper for a large financial institution on the well worn topic about which is better: active or passive investment strategies. Sometimes, it’s productive revisit old topics because they bring a fresh perspective that either reinforces ones’ conviction or makes a slight chink in the wall that slowly exerts its influence …

Active vs. Passive: Game Over Read More »

Cyberark: When It Comes to Cyber-Security, Beware of Apps and Updates

This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

How and Where to Invest to Outmaneuver the Risks of Falling Inflation

This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Investors Should Focus More on Earnings, Less on Economic Data, in Second Quarter

This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Greece and Puerto Rico Won’t Kill the Bull Market

This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

4 Overlooked International Stocks That Could Outdo U.S. Counterparts

This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Toyota, Honda, Verizon Are 3 Underperformers Ready To Shine

This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Six Reasons to Stick With Pimco Despite Bill Gross’ Departure

This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

How to Pick Stocks in the Wake of the Republican Election Victory

This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Apple: Is the World’s Most Valuable Company Actually Undervalued?

This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.