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Manager CommentaryIBM continues to confound and amaze
Here's an example of why we focus almost exclusively on a company’s business model and market opportunity.
TweetBarry Randall on 9 Feb 2012
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Manager Commentary
Pandora's more attractive than other recent web IPOs
The music service appears more difficult for another startup to replicate.
TweetMitch Jones on 9 Feb 2012
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Manager Commentary
Why we remain invested in the U.S. dollar only
Protection of assets is warranted at this time. We think the recent rally will top out soon.
TweetTerence Grennon on 9 Feb 2012
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Manager Commentary
Expecting a market pullback sometime soon
Our models did not have as much edge this month because neither of our short entries (long SQQQ) were accompanied by Price Physics signals.
TweetBeau Wolinsky on 9 Feb 2012
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Manager Commentary
Adding equities, as this bull move does not appear to be over
Our portfolio is continued to be positioned about 60% in bonds and 40% in equities.
TweetJoseph Ollis on 9 Feb 2012
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Covestor News
Two great recent events - join us online for the next one!
To kick off 2012, we hosted a series of events, starting with live "portfolio positioning" events in Manhattan and Tarrytown, NY. You can join our next event from any PC.
TweetKalen Holliday on 9 Feb 2012
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Manager Commentary
Why I'm buying this foreign high yielder
Brazilian miner Vale has some stunning numbers.
TweetBill DeShurko on 8 Feb 2012
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Manager Commentary
Risk aversion ad absurdum
Surprisingly, the children of the baby boomers are now the most conservative investors - a buy signal?
TweetCharles Sizemore on 6 Feb 2012
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Manager Commentary
Still looking for absolute return opportunities
I have not abandoned my caution in the face of the market gains in January.
TweetBrendan Ruchert-Dixon on 6 Feb 2012
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Best of the Web
What is an IPO?
With everyone poring over the big Facebook IPO filing, it's worth reviewing the mechanism by which a private company goes public via an initial public offering.
TweetMick Weinstein on 5 Feb 2012
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