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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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July 2018
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May 2018
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April 2018
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March 2018
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June 2017
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May 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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November 2016
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October 2016
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September 2016
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July 2016
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April 2016
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March 2016
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February 2016
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January 2016
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December 2015
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November 2015
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August 2015
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July 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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Perhaps President Trump is Getting the Message.
We believe the thought process surrounding the virtues of trade wars and their ease of implementing have changed in the White House. We...
Nov 5, 2019
Boeing Earnings Conference Call Notes and Position Strategy
Notes from the 10/23/19 Boeing Earnings Conference Call On The Max 8 Return "As we have shared, we completed the MCAS software update...
Oct 31, 2019
3Q Earnings Season and Trading Strategy
Earnings Season We’re getting into 3Q earnings season and it should probably be telling for how the stock market will finish out the...
Oct 21, 2019
Thoughts On The Cannabis Sector
As an investor, hardly a day goes by without some recognition to the exciting nature and high growth prospects of the emerging cannabis...
Jan 24, 2019
Re-testing The December Lows
To say 2018 was a challenging investment environment is an understatement. We headed into December with a 10% annual gain after...
Jan 15, 2019
Tactical Trading Approach
We’ve used the latest sell-off to deploy capital for a tactical trade higher. A few things brought us to this point. The S&P 500 had sold...
Dec 27, 2018
The Fed's Action
The market is currently expecting a Fed rate hike for December. The market is placing odds of an effective Fed Funds rate of 2.25% to...
Dec 18, 2018
Positioned for a Rally From Here
A few interesting things happened this week. This tweet came out just before the open on Tuesday. The market opened higher then...
Dec 12, 2018
Tactical Trading Position
When I see these types of tweets, I scratch my head. If the process of tariffs is to inflict enough discomfort to the global economic...
Nov 30, 2018
Recession Watch
There has been increasing prognostications about the possibility of an economic recession hitting the US economy in the next year or two....
Nov 21, 2018
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