Stocks and bonds both had a volatile first quarter. This has many investors considering a peculiar question: Is there more risk in the stock or bond side of my balanced portfolio? Based upon what's occurred so far in 2022, this is a reasonable thing to wonder. Both...
Last night something amazing happened. Alabama lost a football game. It doesn't happen very often, so remember this moment. It got me thinking about the markets though. Recency bias has a way of making people think the current leaders will never fail, or make it...
When people think of the world of investing and the world of music, there are very few comparisons that come to mind. How can stocks and bonds resemble a bass line or guitar riff? Can an epic drum solo be compared to a new, hot IPO? It’s safe to say those...
Remember how cool the home run race was back in 1998? Sammy Sosa and Mark McGwire both broke Roger Maris's single season record of 61 homers in a season. It was pretty easy to get swept up in this exciting story line, and it was fun too. It was a home run hitter's...
It's important to remember that eliminating one type of risk almost always results in assuming another when it comes to investing. There are no returns without some degree of risk taking. You'd know that to be true if you were tried out litecoin to bitcoin margin...
From this awesome article on A Wealth Of Common Sense, all we need is Potsie and Fonzie! The article draws some GREAT parallels to the current bond market and interest rate scenario we are staring down in 2015. A line that had specific importance to us was: “When...
With all the recent volatility in the market, it's provided a good opportunity to remind people what risk premium is all about. Owning equity (stocks) inherently means you're taking on more risk in return for the possibility of a larger reward. This is something a lot...
Last week Twitter raised $1.8 billion in a convertible bond issue. Over the last couple of years, many companies have issued convertible bonds as a way of raising capital. Why convertible bonds though? Tom and Brendan discuss during this week's Mullooly Asset...
How familiar are you with bank loan funds? Maybe you've heard of floating rate funds? For the record, most bank loan funds are floating rate funds. They're becoming popular due to the interest rate environment we're experiencing. Many people feel interest rates will...
Investors looking for income might be drawn to high yield bonds. High yield sounds like exactly what they're looking for. However, their desire for yield often leads them to overlook the many risks that surround these investments. Tom and Brendan discuss the risks...
