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Joseph S. Kalinowski, CFA
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Recent Posts
A Message to my Diamond-Handed Friends
Cognitive Dissonance
What a "Blue Wave" Means For The Market
The Validity of Behavioral Finance
Stock Newsletters and Broad Market Appeal
September Sell-off and Tactical Strategy
Framing the Debate
Influenced in your Thinking by a Bias or Heuristic
Writing a Critique Through the Lens of Behavioral Economics
The Trump Narrative
Archive
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October 2020
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January 2019
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December 2018
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November 2018
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October 2018
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September 2018
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August 2018
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November 2014
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July 2013
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We Expect Additional Market Weakness Going Forward
The market bounced off the lows from last Monday and offered a trading opportunity for those aggressive traders that chose to capitalize...
Aug 31, 2015
How We Position Ourselves From Here
It’s been quite a week for investors as sentiment has decidedly turned negative. The trick is not to panic. Two weeks ago we decided to...
Aug 23, 2015
Utilities, Consumer Staples and Treasuries Paint a Bearish Picture
Back at the start of the third quarter in this year, our valuation model selected the utilities sector as the sector with the most value....
Aug 16, 2015
Time to Consider Portfolio Protection
Market internals continue to deteriorate and leaves this humble investor wondering if a stock market correction looms on the near-term...
Aug 9, 2015
Why We're Investing in the Energy Sector
Oil prices and energy stocks have suffered of late as the price of oil softens. Over the past several months we have been taking...
Aug 2, 2015
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