Should you buy a stock because it’s fundamentally strong, or because its price is moving higher? It’s one of the oldest debates in investing. Some investors focus almost entirely on fundamentals—metrics like revenue growth, earnings, and valuation ratios. Others rely more on price action, studying how a stock behaves relative to the market. In reality,… Continue reading Fundamentals Matter, but So Does Price: How to Combine Both for Better Investing Decisions
Category: Strategy
Hedge Fund Managers’ Pessimism vs. A Market Full of Opportunity
Markets are rarely unanimous. While many hedge fund managers remain cautious, opportunities continue to emerge for those willing to look beyond fear. At the start of 2025, the consensus among institutional investors was pessimistic. Fund managers worried about rising U.S. inflation, the impact of high interest rates, and the possibility of a recession triggered by… Continue reading Hedge Fund Managers’ Pessimism vs. A Market Full of Opportunity
Deploying New Capital in a Rising Market: A January Reflection on Hedging and Entry Strategies
At the beginning of 2025, after two consecutive years of strong gains—especially in technology stocks during 2023 and 2024—I entered January expecting to see a wave of profit-taking. Historically, many investors delay selling winning positions until the new year to postpone tax obligations. But this time, things played out differently. Despite some volatility, January delivered… Continue reading Deploying New Capital in a Rising Market: A January Reflection on Hedging and Entry Strategies
Is It Better to Invest in Individual Stocks or Stock Indexes?
The answer depends on what you want to achieve and how much knowledge, time, and effort you are willing to dedicate to the financial markets. Over the years, I have successfully invested in both individual stocks and stock indexes. I want to share my experience and insights to help you understand the pros and cons… Continue reading Is It Better to Invest in Individual Stocks or Stock Indexes?
Why Investors Should Focus on Company Fundamentals Over Macro Predictions
If you manage less than $50 million, or simply invest your own money, you have a unique advantage that many large funds don’t. You can move in and out of stocks quickly, even monthly, without causing major market ripples. That flexibility can be far more effective than trying to predict the next big macroeconomic shift.… Continue reading Why Investors Should Focus on Company Fundamentals Over Macro Predictions
How Much Control Do You Really Have Over Your Stock Investments?
Most investors feel uneasy when their portfolio’s fate is entirely in the hands of unpredictable markets. If you’ve ever wished for a way to set clear limits on your losses while still having room to profit even when the stock market isn’t booming then stock options might be the tool you’re looking for. In this… Continue reading How Much Control Do You Really Have Over Your Stock Investments?