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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
May 2021
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January 2021
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October 2020
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September 2020
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July 2020
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April 2020
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March 2020
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November 2019
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October 2019
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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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May 2018
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April 2018
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June 2017
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April 2017
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February 2017
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January 2017
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December 2016
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April 2016
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February 2016
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January 2016
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December 2015
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May 2015
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April 2015
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March 2015
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February 2015
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January 2015
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November 2014
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October 2014
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July 2013
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U.S. Equity Election Risk is Subsiding
We would imagine the best possible outcome of the election as it pertains to U.S. equities is gridlock. White House: Clinton / Kaine As...
Oct 13, 2016
Portfolio Positioning
Weak Chinese export figures are depressing futures this morning. This will be a great test for the U.S. equity markets regarding the...
Oct 13, 2016
Consumer Staples Looks Attractive
The market is still trading in a tight range. The past few trading sessions has seen the market sell off initially but recoup most if its...
Oct 10, 2016
Positioning for 4Q16
We have started to deploy cash in our core Fishbone portfolio. We understand that October (especially election year October’s) can be...
Oct 2, 2016
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