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Benjamin Lupu, CFP

Never Underestimate the Cool Factor

    Never underestimate what people think is cool. If people think something is cool, its stock can get very hot. Pandemic, lock-downs, severe economic disruption, high unemployment, social distancing, civil unrest, stock buyers ignored all of those things...

The ESG Revolution: A Rare Consensus

The “Environmental, Social, Governance” or ESG revolution is here, and it is changing everything.This ambitious and progressive three pronged initiative is quickly becoming among the most important cultural, political and financial movements of modern times. ESG has...

The World’s Greatest Investors

When you ask people who the greatest investors in the world are, you get a few familiar answers. At the top of their list is the venerable Warrant Buffett of Berkshire Hathaway, the “Oracle of Omaha; everyone’s favorite investment grandfather. Going back further in...

Mid-Year 2019 Investment and Economic Report

Financial markets have rallied in recent weeks as hopes for a cut in short term interest rates by the Federal Reserve gave investors reason to hope for monetary stimulus and further asset price inflation. In the last 18 months, the S&P 500 index has zig-zagged...

Recency Bias: No Immunity

Financial markets have a bad habit, and all of us who take part in markets each day are guilty of causing it. The bad habit? It’s called “Recency Bias”, the tendency to extrapolate what has occurred in the very immediate past as to what we think will certainly...

When Your Investment Thing Goes Down

It’s been a long time since stock prices have suffered a bludgeoning like the one we experienced in the fourth quarter of 2018. A whole new generation of investors and traders have never seen a market like this, where it seemed like there was no bottom. The great...