Resources

Why Weakness in Commercial Real Estate May Signal Trouble

March 29, 2023 | Tim Fortier

REIT investors are having a terrible year. The guiding principle of relative strength investing is to invest in what’s strong and avoid what is weak. …

The Fed Announcement’s Implications for Banks

March 23, 2023 | Tim Fortier

It’s about to get interesting… I think we’re about to see some bodies. Yesterday, the Federal Reserve announced another 25bps increase in interest rates. The…

Relative Strength Update: Failing Bank Implications

March 21, 2023 | Chris Rowe

After a tumultuous 2022, 2023 was off to a great start. Then banks threw a monkey wrench into the machine. Now the S&P has almost…

Everything You Need to Know About the FDIC

March 18, 2023 | Michael Reilly

Unfortunately, the sudden collapse of several large Regional banks over the last week has that boring old Federal Deposit Insurance Corporation (FDIC) insurance back as…

A Helpful Q&A on the Bank Crisis

March 16, 2023 | Michael Reilly

And here’s the price paid… Last weekend’s fallout from the Silicon Valley Bank’s (SVB) failure has dominated market news. So I want to address some…

SVB Collapse Sparks Concerns About Systemic Risks in Financial System

March 15, 2023 | Tim Fortier

Two bank failures and a falling stock market. What is going on? The events of the past week have caught many investors off guard, but…

Don’t Lose Sight of the Bigger Picture

March 12, 2023 | Michael Reilly

Thursday’s headlines were focused squarely on the collapse of Silicon Valley Bank and Silvergate Capital. Last week’s news will inevitably get replaced by the next…

Is This the Death of Dividend Investing?

March 7, 2023 | Tim Fortier

Dividends have historically been an important component of the overall stock market return. In fact, many investors view dividends as a crucial part of their…