The incredible, long and delightful equity and debt bull markets are toast. No one knows dispositively or can prescriptively foretell the exact financial impact of COVID-19. Nevertheless, as stewards of investment capital, we cannot be like the quivering white rabbit sitting frozen while looking into the eyes of this scary snake. Portfolios as well as investors demand that capital be deployed productively and safely
... Read more »Posts Categorized: Investing
Joe McAlinden – Economic Philosopher and Visionary Apr14
Hedge Connection’s CEO Lisa Vioni sits down with Joe McAlinden, Founder, Chairman & CIO of McAlinden Research Partners. Filmed as part of the In the Den video series
... Read more »The Under Valued Bias Apr10
The purpose of this article is to examine Analyst Consensus accuracy prior to a peak in the markets like we are currently experiencing. We will show how analysts consistently over estimate the number of stocks that are undervalued during times of significant market volatility giving a premature buying signal to investors
... Read more »Mindsets Which Support Favorable Investment Outcomes during Market Duress Apr8
After 35 years as an active investment manager, my training in the biological sciences informs my understanding and how I transact in the markets. I’ve observed thousands of patterns with a tendency to repeat. Although the landscape is never exactly the same, certain historical blueprints offer efficacy towards successfully enduring and ultimately thriving during periods of market duress
... Read more »AW Scorecard: Private Equity Accounts for 50% Q1 Alts Mandates Apr3
The investor inflows into private equity funds accounted for more than $10 billion of the more than $22 billion of alternative investment mandates overall as tracked by Alternatives Watch in the first quarter of 2020
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