Sep 9, 2024 | Zolio Market Commentary
While some argue that U.S. stock market valuations have normalized since the 2000s, recent data showing a 13.7% return since 2010 suggests continued overvaluation or other factors like Fed policy driving growth.
Sep 3, 2024 | Zolio Market Commentary
Mutual fund activism is rising, with investors navigating intricate relationships between fund managers, wealth advisors, and institutions. The stakes? A better deal for shareholders.
Aug 26, 2024 | Zolio Market Commentary
A lot of people on the outside of finance think it’s just a game of gambling to make the most amount of money as fast as you can. In reality, it’s a game with many different rules, goals, and methods, and “winning” is really about making the most money. Sometimes, trying to make the most money is a guaranteed way to lose.
Aug 21, 2024 | Zolio Market Commentary
Cryptocurrencies were heralded as solutions to problems with old financial systems, but do they introduce new ones? Or do they simply face the same hurdles that finance has faced, and surmounted, over hundreds of years of history? And if so, how stable is a “stablecoin”?
Aug 12, 2024 | Zolio Market Commentary
There is productive debt and unproductive debt. What’s the difference? One makes a company a great investment, the other is a huge risk factor–but they often look exactly the same. Understanding how to delineate good and bad debt isn’t easy–you might need to use a PIKaxe to figure it out.
Aug 7, 2024 | Zolio Market Commentary
There is an infamous way to borrow cheaply on Wall Street: it’s called the Japanese yen carry trade. It’s also the main reason why markets sold off so quickly on Monday–although we aren’t yet sure if it was fear of the yen carry trade that did it, or the trade itself.