Paul Sitarz, CFA, FRM, CAIA
After a successful career as a portfolio manager, managing multibillion portfolios, I decided to use my investment insight to help you to understand the economy and fundamental investment concepts. On this personal website, I am sharing with you my professional investor’s knowledge!
Do you know that all indexes are not equals? Some indexes have biases you are not aware of! There are multiple ways to create an index, and professional investors are aware of how an index is built since it affects their investments. Let me unveil for you a hidden aspect of indexes.
Public debts are ballooning all around the world. And, after the coronavirus pandemic, the question will be how to handle them. One way to try to reduce the debt is through tax increases. The Laffer curve tries to model how tax rates influence the government’s revenue and the economic activity. What is the Laffer curve, and is it an accurate model of government earnings?
Warren Buffett, also known as the Oracle of Omaha, conducted Berkshire Hathaway’s 2020 annual meeting this Saturday (May 2. 2020). Let’s see together what invaluable outlooks Warren Buffett shares with us.
One of the best-known investment saying is: “Sell in May and go away.” Is it true? Should you sell your stocks in May 2020 and go away, or even sell futures? Let’s have a quick look!
US GDP – Q1 2020 – Gross Domestic Product shrinks by 4.8%, Recovery, and Federal Reserve’s FOMC Statement
The U.S. economy shrank by 4.8% annually in the first quarter of 2020. Let’s explore what happened, what the Federal Reserve is telling us, and what it will do.
Government debts are going through the roof! This year the U.S. debt is expected to rise by 15.4% of the GDP. The total U.S. debt will be bigger this year than the total economic output. Let’s explore together the different ways countries may deal with their soaring debt.
April 2020, the price of oil was negative! Yes, a negative price! How is it even possible to be paid to buy something? Understand how the futures prices work, and what are contango and normal backwardation!
Why when oil prices go down, the stock market is also going down? At first glance, it seems counterintuitive! When oil prices are low, it should boost the economy because energy is cheaper. So, what is going on here?
Yesterday, the U.S. Census Bureau released the advance retail sales figures. They are terrible. Retail and Food services, seasonally adjusted, went down in total by 8.7% in March, compared to February.
JPMorgan Chase & Co., the U.S. banking giant, reported its first-quarter profit and revenue for 2020. The earnings per share went down to $0.78 and they provisioned $6.8 billion to protect themselves from loan losses.
What is the economic cycle? I give you a quick overview of what drives the economy!
Let's Start Something new
If you wish to contact me, please leave your message below: