Jonathan H. Todd

Finance, Investing, Economics

Category: Finance (page 1 of 3)

Investors won’t short market, but option hedges have surged

With so many unknowns in Washington, few investors want to explicitly short the market. But paying for insurance to protect on the downside is increasingly appealing to many investors.

Continue reading

Where Does the Dollar Go From Here?

The dollar has become the bellwether for the Trump administration’s economic policies, but it’s unclear where the greenback will go from here.

Continue reading

Watching the Post-Election 2/10 Spread

The spread between 2-year and 10-year Treasuries provides a good benchmark for how investors feel about the Trump administration.

Continue reading

The Great Rotation Is Happening, Except At America’s Biggest Pension Fund

CalPERS, the country’s largest public pension fund, is getting out of stocks just as everyone else is buying. Why the fund is bucking “The Great Rotation.”

Continue reading

Why Stock Markets Could Be the Canary in the Income Inequality Coal Mine

Income inequality is widening in the United States, and its impact could be felt in the stock markets.
Continue reading

Calling A Private Equity Manager To Fix A Leaky Pipe: How Financialization Is Skewing The Housing Market

The financialization of real estate have been a winner for investors, but what does it mean for the long-term health of the economy?
Continue reading

The Puerto Rico Debt Default Probably Doesn’t Hurt Your Portfolio, But Don’t Ignore It

Investors may not take a hit directly from the Puerto Rico debt default, but there are still lessons to be drawn.
Continue reading

The Non-Existent Link Between Markets and Economic Growth

With the first rate hike in 10 years, the Fed is betting on a stronger economy to withstand higher interest rates. But what does that mean to the markets?

Continue reading

Share-based Compensation at Tech Companies: How Twitter Is Exploring Uncharted Territory

Tech companies love share-based compensation – but how risky is it to employees?

Continue reading

Why Flat-Fee Financial Advisory Won’t Catch On

Wealthy investors want flat-fee financial advisory, but that may not be in their best interests.

Continue reading

Older posts

© 2018 Jonathan H. Todd

Theme by Anders NorenUp ↑