Is there an upside to inflation for investors?

Inflation may not be going anywhere anytime soon, and while we all feel that pain at the pump and at the grocery store, there may actually be an upside for investors. In this video with MarketWatch, Michelle Connell, CFA and President of Portia Capital Management discusses the stickiness of inflation, as well as three areas […]

Yahoo Finance Market Recap – Aug. 31, 2021

Yesterday, August 31, Cliff Corso, (CEO of Advisors Asset Mgt), and Michelle Connell, CFA provided commentary on Yahoo Finance’s “Market Recap.” They discussed the upcoming ADP jobs report, the Delta variant and how to prepare your portfolio from earnings disappointments in September.  Learn more about our services. Would you like to learn more about we […]

Yahoo Finance Market Close – July 23, 2021

As the Dow exceeded 35,000 for the first time on Friday, I had fun discussing the (ir)relevance of investment fundamentals and if returning to past gigs as restaurant servers would make sense on Yahoo Finance’s Market Close program. Thank you, Yahoo Finance and anchors, Seana Smith and Adam Shapiro, for giving me the opportunity to […]

Will Feds raise interest rates? MarketWatch Update – Aug. 4, 2021

The stock market’s anxiety appears to be increasing and today’s markets were off almost 300 points earlier today. Yesterday, MarketWatch invited Michelle Connell, CFA to share her opinion on the current climate of investment markets, as well as prudent tactical recommendations. Learn more about our services. Would you like to learn more about we have […]

Inflation: Wall Street keeps struggling on this topic

We bet your pocketbook already knows the answer! Michelle Connell, CFA was asked by Joy Wiltermuth of MarketWatch to weigh in on this timely topic. In the article published Thursday, May 27, Michelle discusses inflation and it’s effects on the average working family. No doubt every time you go to the grocery store or Home […]

Inflation: Is This a “Non-Transitory Problem or Will It Put an End to the Investment Markets’ Party?

Recently, Portia Capital Management owner, Michelle Connell, CFA, had the privilege of sharing our opinion on this subject with two news media outlets.  The Asahi Shimbum, one of the top three news papers in Tokyo, is our first quote in the foreign press. CNN was also added to our list of domestic media contributions. On […]

The GameStop Pop: What Really Happened?

By Michelle Connell, CFA On Wednesday, January 27, Dallas Business Journal weighed in on the trading mania surrounding GameStop, a firm headquartered in Dallas.  Portia Capital Management’s opinion was one of those that was reflected in this article. (Thank you, Brian Womack for reaching out to us.) Of course, everyone — professional and amateur investors […]

In the News: CNBC with Tyler Mathisen

On Friday, November 6, Michelle Connell, CFA spoke with CNBC’s Tyler Mathisen to discuss the market reaction following the presidential election. What does this mean for stocks? What could potential gridlock with Congress do for the market? How should investors position themselves in the market right now, and what industries can we expect to have upside in […]

In the News: Dallas Business Journal

Last week, Michelle Connell, President and Owner of Portia Capital Management was featured in the Dallas Business Journal. The article highlights the differences and competitive advantages our firm brings to our clients. Michelle’s unique and nationally-recognized background in private equity and alternative investments has not only provided her with the ability to utilize assets typically not used […]

In the News: Bloomberg Australia Daybreak

On June 18th, Michelle Connell, CFA was interviewed by Bloomberg Daybreak Australia. Earlier in the day, Ray Dalio, the founder of Bridgewater Associates, the world’s largest hedge fund, voiced his concerns that equity investors will be looking at a “lost decade” due to the pandemic. Click the link below to check out the interview (starting at […]