Zolio Market Commentary

Market Corrections and P/E Ratios: How it Helps Growth Investors

Market Corrections and P/E Ratios: How it Helps Growth Investors

| October 14, 2014

In the popular press, the recent decline in equities has become an opportunity to stoke fear and anxiety. Whether it’s saying that “This is the most dangerous stock market since 2008” or pointing to ebola, crashing oil prices, income inequality, or some other cause of the market collapse, this is a great time for financial […]

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Screening High Beta Stocks and Tracking Performance

Screening High Beta Stocks and Tracking Performance

| October 9, 2014

Hedge funds, originally called “hedged funds”, had a very simple premise: find stocks to invest in, find stocks to bet against, and put money on both. If the market as a whole goes up or down, you should be sufficiently hedged against major losses, over time outperforming anyone who just went long an index fund. […]

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The Beginning of Earnings Season: What It Means for Analysts

The Beginning of Earnings Season: What It Means for Analysts

| October 7, 2014

Earnings season traditionally begins with Alcoa (AA), which has announced its quarterly earnings call will be on October 8th. The aluminum producer is sometimes seen as an indicator of demand more broadly, but competition and supply issues in its sector make that correlation looser at some times. In 2014, the stock has soared for a […]

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What’s Happening to Volatility

What’s Happening to Volatility

| October 3, 2014

The S&P 500 Volatility Index, or VIX, is a measurement of the market’s combined expectations for price changes in the S&P 500 (SPY) in the short term. While controversial as a measurement, it is valuable for traders and risk managers for one reason: it reverts to its mean in a very short time after temporary […]

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Ebay’s Spinoff and Shareholder Value

Ebay’s Spinoff and Shareholder Value

| September 30, 2014

Ebay rose and faded in early morning trading on news that management would take Carl Icahn’s ball and run with it. As the activist investor suggested, the online retail giant will be spinning off PayPal in a move that may “unlock” Paypal’s value. But what does this mean exactly, and how does it impact investors? […]

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Interview With Zolio’s Ted Hayes, Ph.D.

Interview With Zolio’s Ted Hayes, Ph.D.

| September 29, 2014

Zolio’s Ted Hayes, Ph.D., has spent a career studying human performance and what makes successful people tick and is an integral part of Zolio’s research effort.  He was recently interviewed in a three-part series by Brett Steenbarger, Ph.D., Author of The Psychology of Trading (Wiley, 2003), Enhancing Trader Performance (Wiley, 2006), and The Daily Trading […]

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A Tale of Four IPOs

A Tale of Four IPOs

| September 23, 2014

As Alibaba (BABA) declines on its second full day of post-IPO trading in a broader falling market that might signal a large correction due to macroeconomic matters, the bears are coming out of the woods. They are gleefully gloating that BABA’s earliest investors are bag holders who have bought into a shady business, or into […]

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