Dec 20, 2018 | by Peter DeCaprio and Charles Trafton
In the recent October swoon, small cap as a sector sold off more than mid and large-cap. The Russell 2000 Growth index peaked on August 31st and for the months of September and October was down 14.7%. Naturally, the question on everyone’s mind is:...
Nov 7, 2018 | by Peter DeCaprio and Charles Trafton
Now that mid-term elections are behind us, economic and investment decision makers can get back to business. We will know soon how much of the October swoon was related to interest rate fears and how much was election related. Given the market’s strong initial...
Jun 19, 2018 | by Peter DeCaprio and Charles Trafton
We are at the point in the calendar when the “mid-year market overviews” start to appear, fast and furiously. The theme this year has been how dominant FAANG stocks (Facebook, Amazon, Apple, Netflix and Google) have been in S&P 500 returns...
Jan 16, 2018 | by Peter DeCaprio and Charles Trafton
Our posting has been sporadic lately as new business initiatives have kept us away from the keyboard. Distractions we will happily endure, so no complaints. But, in our four months away, we’ve found that . . .absolutely nothing has changed in the markets. Everywhere...
Jan 5, 2018 | by Peter DeCaprio and Charles Trafton
Over a year has passed since the election of Donald Trump. It’s been a fascinating period in political circles and, according to CNBC, in investing markets. But has the market really been that interesting? Profitable, no doubt, but from a price action standpoint,...
Oct 27, 2017 | by Peter DeCaprio and Charles Trafton
Our friend and partner Charles Trafton of FlowPoint Capital recently pointed out to us some very interesting data: right now growth rates for 2017 EPS are higher for value stocks than growth stocks. He also notes, ironically, that there is no manual for this. He’s...
