Recent times have been dreadful for investors especially for holders of growth and tech stocks (See “The Crash of the High Fliers”) . Many are waiting for signs of an upturn. Do a few big up days mean the carnage is over?
Economic Insights
CORNELL CAPITAL GROUP
Download Memo as PDF Time For a Change? There are two themes that we have stressed in our quarterly memos and in various episodes of our Reflections on Investing video series. The first is that interest rates have been extraordinarily low, particularly relative to the rate of inflation. The second is that stock prices have been
By Bradford Cornell Tweet 0 Share 0 Download PDF Introduction This paper provides simple intuitive explanations for three interrelated concepts that have provocative, implications for investment management: data mining, non-stationarity, and information entropy. The first two have been extensively analyzed in the literature and the point of this article is
The market’s incredible performance post Covid was driven largely by growth and tech. Some of these companies were up 300, 400 even 700 perecent, companies such as Wayfair, Peloton, Zoom and Cathie Wood’s ARK invest ETF’s, most notably ARKK. Unfortunately for ARK and many other tech investors 2022 hasn’t been kind and these “High Fliers”
Page [tcb_pagination_current_page] of [tcb_pagination_total_pages]