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March 11, 2025

How Market Inefficiencies in Closed-End Funds Create Opportunities for Investors: Accessing the Opportunity (Part 4)

Introduction While market inefficiencies in closed-end ...

March 11, 2025

How Market Inefficiencies in Closed-End Funds Create Opportunities for Investors: The Opportunity (Part 3)

Introduction Market inefficiencies within closed-end ...

March 11, 2025

Considerations for Adding Closed-End Fund Exposure into a Portfolio (Part 2)

Introduction As we have discussed previously, ...

March 11, 2025

Understanding the Risks and Rewards of Closed-End Funds (Part 1)

Introduction Closed-end funds (CEFs) remain an ...

March 7, 2025

Investor Sentiment Shifts: Why Large-Cap Value is Back in Focus

Introduction The market optimism that defined the past ...

February 25, 2025

Major Trend Index (2/7/2025)

Question: “What do the stock market and my wife have ...

February 25, 2025

Major Trend Index (1/31/2025)

The Major Trend Index was unchanged at a Neutral ...

February 14, 2025

Value Investing: Not Dead, Just Playing Possum (Part 1 of 2)

At-a-Glance: Key Takeaways on Value Investing & ...

February 14, 2025

Value Investing: Possum’s Revenge (Part 2 of 2)

At-a-Glance: Key Takeaways on Value Investing & ...

February 11, 2025

Resilience and Opportunity in 2025

Happy New Year! As we reflect on 2024, we entered the ...