Elite Wealth Management Blog


Top Speculative Stocks That Analysts Are Missing

Trying to get an edge in the stock market is a daunting task. You’ll need to spend your time pouring over charts, corporate earnings statements, financial statements, and the macroeconomic environment if you want to stay on target…

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What Investors Can Learn From The Portfolios Of Fund Managers

As children, we often idolize certain types of people like athletes and musicians. When we practice, we attempt to emulate the styles of those we look up to. Investors are no different. The ones we look up to are the ones that manage institutional accounts like hedge funds and mutual funds. We want to know who’s buying what to reaffirm our own stock selections…

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The Best Global Market For Your Money

The global economy has changed the way we approach investments. Just a few decades ago, creating an investment portfolio was a relatively simple affair. Mutual funds were the captains of the financial services industry and any stocks owned by individuals were most likely large cap, blue chip, American names. The idea of owning assets outside of the U.S. was considered risky and unnecessary…

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Risk Versus Reward: Measuring Alpha

Context is everything. Victory over an obstacle needs to have appropriate awards. A win that costs you more than you were willing to pay is known as a Pyrrhic victory – named after the Greek King Pyrrhus who defeated the Romans around 280 B.C. but did so at such a great cost that the Greek King quipped that any more victories would ruin him…

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Dogs Of The Dow And Other Market Strategies

Investing in the stock market properly requires a carefully crafted strategy in order to succeed. Most investors are familiar with the biggest two methods: growth investing and value investing. Beyond those two though are a number of other valid strategies that aren’t as well known, but still effective…

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Technical Indicators You Can Actually Use

On Wall Street, there are two major schools of analytical thought: Fundamental and Technical. Fundamental analysts focus on financial statements, economic advantages, and corporate management in order to determine the intrinsic value of a stock. Hard core fundamentalists view technical analysis like astronomers see astrology – a complex weave of arbitrary numbers and events to magically arrive at a conclusion…

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Best Hedges For An Uncertain Market

The S&P 500 has swung down -10% and swung up 6% in a little bit of a rollercoaster ride over the past couple of weeks and volatility as measured by the CBOE VIX Index peaked above 25 over a week ago as investors scrambled for some kind of direction. The ongoing geopolitical concerns, depressed commodity prices, Ebola scares, and economic slowdowns appear to have finally halted the bull market’s advance. It’s not yet certain if the recent reversal back up will reverse course again and go back down or continue to jump up…

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The Secret Junk Bond Bomb That Could Sink The Market

The long bull market has finally begun to crack if October is any indicator. The S&P 500 over the last week has swung between -10% and -3.5% down from its September highs, succumbing to multiple fears including falling oil prices, geopolitical events, downgraded global growth predictions and the Ebola scare…

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Keep It Small: Analyzing Bill Ackman’s Approach

There’s no such thing as the perfect investor. No one exists who knows with absolute certainty which companies are good, which are bad, and when to buy or sell them. Perfection may not be possible, but we attempt to get as close as possible by never resting on our laurels and studying different investment styles to get a better idea of what works and what doesn’t…

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Alibaba, Facebook, and Twitter: What You Should Own

Tech companies are now the de facto leaders of the stock market. Names like Apple and Google are worth many billions of dollars and dominate headlines daily with new products and earnings reports. Meanwhile, Wall Street hangs on to every snippet of information in its never ending search for an edge. Other investors are looking for the next up-and-coming tech giant and the flood of internet company IPOs are feeding into those desires…

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Navigating the Energy Sector When Oil Prices Drop

Oil. Black gold. It’s the lifeblood of the global economy. As essential as sunlight is to plants, so too is the world dependent upon oil to function. Around 80% of the world’s total energy usage stems from fossil fuels like oil. As it stands today, without oil, the ability to power a city or transport goods becomes impossible…

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Takeover Targets: What To Look For

Most people are familiar with the phrase, “There ain’t no such thing as a free lunch.” Basically it means you can’t get something from nothing. Investors may have a basis for refuting that adage though. Enter the corporate takeover…

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Real Estate Investment Trust (REIT) Resurgence

REITs (Real Estate Investment Trusts) have a reputation for being complicated, unwieldy asset classes. It’s underserved – they’re actually one of the simpler companies to invest in due to their business model…

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George Soros is Betting Against the Market and Why Investors Should Take Notice

For institutional investors, keeping secrets for long is an impossible task. The Securities and Exchange Commission requires these entities to file a 13F, a quarterly filing required of investment managers of assets of $100 million or more, which contains information regarding the asset manager’s investment style and potentially even a list of equities owned…

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Target’s Problems May Signal the Beginning of a Paradigm Shift In the Retail Industry

The retail sector has lagged behind the averages this year. Just take a look at the SPDR S&P Retail ETF’s (XRT) performance – down almost 4.5% year-to-date. The S&P 500 Index however has risen 5.7% over the same time period. This data seems to contradict the growing feeling of economic recovery and it’s clear that the reasons for retail’s sluggishness are more than skin deep…

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Best Companies To Invest In For ‘The Internet Of Things’

The Internet of Things. A somewhat nebulous and colorless title for a concept that could revolutionize the world in much the same way the internet originally did. The idea is that everyday objects will be interconnected and able to identify themselves to other devices…

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How Consumer Spending And Economic Growth Is Linked

How Consumer Spending And Economic Growth Is Linked Anyone who’s paid attention to Wall Street for more than a few hours knows that the media loves to speculate on what the latest economic reports mean for the markets. Everything from job numbers to housing starts to consumer spending is discussed and analyzed until opinions (often contradictory) are given as to what it means for the future. While some indicators are considered more meaningful than others, one finds itself among the most looked at figures and seems to spark the most contention: consumer spending. It’s not without good reason. Even freshman year economic majors know how important spending is to an economy, but citing figures alone and drawing conclusions is an oversimplification of a dynamic process that fuels economic growth. A Brief History of Economic Growth and GDP Before we take a look at how consumer spending and the economy are linked, let’s review how growth occurs in the economy. The textbook definition of growth is an increase in the capacity of the economy to produce goods and services. Several factors are responsible for influencing economic growth: Investment – An increase in investment means an increase in productivity. Investing requires a decrease in spending so that more money is available for investments. Innovation – Technology can radically alter the economic landscape. When more output is able to be generated from the same amount of input, productivity increases. Increased Specialization – The division of labor means that more efficiency occurs when workers specialize. This increase in efficiency means greater output will be generated. Increased Input – The more workers or machines... read more

Portfolio Hedging: Myths and Misconceptions

In the world of finance, hedging is often thought of as a bad word. Banking failures and hedge fund bankruptcies have cast it in a bad light and left a bad taste in the mouths of investors who have experienced such disasters first-hand. Despite the negative press, hedging is actually a risk-reduction strategy used to create a safety net for investments…

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The Real Impact of Global Crises

Experienced investors understand how to allocate their money in a way that elicits the best opportunity for appreciation without taking on too much risk. Careful considerations regarding asset allocation, risk tolerance, due diligence, and stock selection are taken into account when designing a portfolio. Long term mindsets mean that sophisticated investors don’t panic during market corrections and they doggedly stick to their plans whether…

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We do not represent that the information contained herein is accurate or complete, and it should not be relied upon as such. Opinions expressed herein are subject to change without notice. Certain information contained herein (including any forward-looking statements and economic and market information) has been obtained from published sources and/or prepared by third parties and in certain cases has not been updated through the date hereof. While such sources are believed to be reliable, Elite Wealth Management does not assume any responsibility for the accuracy or completeness of such information. Elite Wealth Management does not undertake any obligation to update the information contained herein as of any future date.

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