Rational Exuberance

Rational Exuberance – Coming into the week the spread between $QQQ and $RSP was 40% – Reversion to the mean is a powerful force

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Is Market Cap Becoming a Liability?

SPY vs IWM vs RSP – Investors are desperate for some new blood to do the heavy lifting

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Active vs. Passive Investing – Time for Some Payback!

By David Nelson, CFA Since the dawn of index funds investors have grappled with the decision to place their hard earned money with portfolio managers or just buy the index. As money management styles fall in and out of favor, investors rushed from one fund to the next chasing the Holy Grail. Since most indexes […]

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