November 19

Slower Economic Growth Is In the Cards, but We Are Not Ready To Utter the “R” Word

  By: Sasha Kostadinov, CFA Portfolio Manager 216-292-2950 Sasha@shakerinvest.com Nobel Prize winning economist Paul Samuelson once famously quipped that the stock market had predicted nine out of the last five recessions. At the moment we are in the midst of a market correction, and whether or not the correction develops into something more serious depends.

November 9

Third Quarter Update – 2018

We continue to be particularly focused on the tightening actions of the Federal Reserve (Fed) and the risks such actions pose to the business cycle. In prior communications, we have written about the unprecedented monetary stimulus combination of zero interest-rate policy (ZIRP) and quantitative easing (QE).

October 22

Market Volatility in October

Once again, volatility has returned to the market. At the time of this writing stock market indexes are firmly in correction territory. You may recall an article that we shared during the last correction in February where we explained that a correction is different than a crash or a bear market. Just like in February,.

July 25

Framing the Debate Part 3

Can a trade deficit that amounts to 3.2% of gross domestic product cause wage growth to stagnate for 80% of the working population? We are not labor economists, but we find that conclusion to be highly dubious. When machines replace workers by making workers more productive, we do not decide to get rid of the.

July 20

Second Quarter Update – 2018

The investment results in our portfolios outperformed market indices in the second quarter and for the first six months of the year. During the quarter, our performance benefited from the strong performance of smaller capitalization stocks as compared to larger capitalization stocks.

July 16

Framing the Trade Debate – Part 2

Manufacturing in the United States: In part 1, we looked at trade conceptually and concluded that it is beneficial, but also attempted to explain why some today take the opposite view. In this section, we will more closely examine manufacturing employment in the United States.

July 5

Framing the Trade Debate – Part 1

Given the current discussions around trade, we decided to write a piece on our view of the matter. It ended up being longer than planned, so we divided it into sections. This section will discuss trade conceptually, which paints trade in a positive light, and attempt to explain why some view trade negatively today. If.

June 20

Small Can Be Beautiful When It Comes To Stocks: Part Two

In August last year we wrote a piece about small cap stocks which pointed out why investors should care about them. This year, small cap stocks are outperforming large cap stocks, which prompted us to revisit our piece. Year-to-date, the Russell 2000 Index, a small cap index, is up about 10% while the S&P 500,.

May 17

Fast Growing US Exploration and Production Stock

Small cap energy has not been a profitable sector for quite a while but that appears to be changing. The benchmark price of a barrel of West Texas Intermediate (WTI) crude oil today is around $70, which is 170% higher than its low of $26 in February 2016. A currently favorable outlook for the price.

April 26

First Quarter Update – 2018

The first quarter of 2018 was a very good start to the year for your account with Shaker Investments. We are proud to report that, despite negative market (Russell 3000 Index) returns, results for your account were positive.

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